Donald Lee Moss
Investment adviser representative at Raymond James & Associates, Inc.
28 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
Are you Donald Lee Moss? 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Raymond James Financial Services Advisors, IncFeb 2025 to now
- Raymond James Financial Services, IncFeb 2025 to now
- Raymond James & Associates, Inc.Mar 2022 to now
- Purshe Kaplan Sterling Investments, IncJan 2020 to Mar 2022
- Jason M. Orsky Wealth ManagementDec 2019 to Mar 2022
- UnemployedMay 2019 to Dec 2019
- Elyria Police DepartmentMar 1998 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7222433
- Firm CRD
- 705