Benjamin Franklin Mossoney
Investment adviser representative at Valeo Financial Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$13BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Valeo Financial Advisors, LLCAug 2024 to now
- Charles Schwab Bank, SsbAug 2022 to Aug 2024
- TD Ameritrade Investment Management, LLC.Aug 2022 to Jun 2024
- TD Ameritrade, Inc.Aug 2022 to Jun 2024
- Charles Schwab & Co., Inc.May 2020 to Aug 2024
- GeicoMay 2019 to Aug 2019
- Cibe Wabash CollegeMay 2018 to May 2020
- Live NationMay 2018 to May 2019
- Demand JumpMay 2018 to Aug 2018
- Petro ScapesApr 2016 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Valeo Financial Advisors, LLC
$13BAssets managed
3,042Clients
108Advisers
20 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
- 7256883
- Firm CRD
- 127132