President · Moseley Investment Management, Inc.
Susan S. Moseley
CRD 871967 · Named on Form ADV at one SEC-registered adviser
At a glance
Moseley Investment Management, Inc., an SEC-registered wealth manager based in Bradention, FL with $457 million in regulatory assets, lists Susan S. Moseley on its Form ADV as President, a control person.
Firms and roles
- Moseley Investment Management, Inc.PresidentWealth manager · Bradention, FL · $457M in regulatory assets
AtlasMembers
Susan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- DINA L VillalobosCCO, Moseley Investment Management, Inc.
- Ryan T. MoseleyVice President, Moseley Investment Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.