Moseley Investment Management, Inc. is an independent, SEC-registered fiduciary investment adviser and retirement portfolio management firm (Firm CRD# 124152, SEC File #801-107305) headquartered on Manatee Avenue West in Bradenton, Manatee County, Florida. Founded in 2003 by President and Managing Principal Susan Moseley, CIMA® (Individual CRD# 871967) and led alongside Vice President and Portfolio Manager Ryan Moseley, CFA® (Individual CRD# 5160880) and Portfolio Manager Laurie Tinnell (Individual CRD# 6584914), the firm specializes in institutional-grade dividend growth equities, fixed-income bond ladders, and retirement income distribution planning for retirees, snowbirds, and high-net-worth families across Bradenton, Anna Maria Island, Longboat Key, and Lakewood Ranch.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Moseley Investment Management, Inc.); SEC IAPD Individual Profile (Susan Moseley, CIMA®); SEC IAPD Individual Profile (Ryan Moseley, CFA®); Moseley Investment Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-107305; Moseley Investment Management, Inc. (CRD #124152) is an independent SEC-registered fiduciary Investment Adviser headquartered at 1724 Manatee Ave W, Bradenton, FL 34205.
Issuer: Investments & Wealth Institute / CFA Institute / SEC IAPD
Notes: Led by President & Managing Principal Susan Moseley, CIMA® (CRD #871967), Vice President & Portfolio Manager Ryan Moseley, CFA® (CRD #5160880), and Portfolio Manager Laurie Tinnell (CRD #6584914).
Factual details and direct answers about Moseley Investment Management, Inc.'s services, licensing, and credentials.
What is Moseley Investment Management's SEC registration status in Bradenton?
Moseley Investment Management, Inc. is an independent fiduciary Investment Adviser registered with the U.S. Securities and Exchange Commission under Firm CRD #124152 and SEC File #801-107305.
What professional credentials do the portfolio managers at Moseley Investment Management hold?
The firm is led by President and Managing Principal Susan Moseley, CIMA® (CRD #871967), who holds the Certified Investment Management Analyst® designation, and Vice President and Portfolio Manager Ryan Moseley, CFA® (CRD #5160880), a Chartered Financial Analyst® charterholder.
Where is Moseley Investment Management headquartered in Manatee County?
Moseley Investment Management's corporate headquarters is located near Downtown Bradenton at 1724 Manatee Avenue West, Bradenton, Florida 34205.
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