Erik Moisan
Investment adviser representative at Raymond James (USA) Ltd
20 yearsExperience
1 stateRegistered in
$2BFirm assets
15 yearsFirm in business
Are you Erik Moisan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Raymond James (USA) Ltd.Jun 2017 to now
- Raymond James LtdMay 2017 to now
- UnemployedMar 2017 to May 2017
- RBC Private Counsel (USA) Inc.Dec 2006 to Feb 2017
- RBC Dominion Securities Inc.Nov 2006 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James (USA) Ltd
$2BAssets managed
4,864Clients
122Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5833929
- Firm CRD
- 25853