Investment adviser representative · Moisand Fitzgerald Tamayo, LLC
Casandra A. Garrett
CRD 2385175 · Orlando, FL
At a glance
Casandra A. Garrett is an investment adviser representative with Moisand Fitzgerald Tamayo, LLC in Orlando, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Casandra’s SEC record dates to 2025, about 1 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Moisand Fitzgerald Tamayo, LLCSince February 2025Orlando, FL · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Casandra’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.