Bradention, FL Office
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Moseley Investment Management, Inc.
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Firm-wide stats for Moseley Investment Management, Inc.
About
Moseley Investment Management, Inc. provides comprehensive financial planning, consulting, and portfolio management to individuals, high‑net‑worth clients, pension and profit‑sharing plans, estates, corporations, and charitable organizations. The firm manages accounts on both a discretionary and non‑discretionary basis and oversees roughly $457 million in regulatory assets across a client base of about 359 households.
The firm’s investment process relies on fundamental analysis to build portfolios of individual securities, ETFs, mutual funds, and bonds, with a focus on long‑term positions and periodic rebalancing. Moseley also uses derivatives in managed accounts — principally selling cash‑secured puts and covered calls on large U.S. companies to generate income — and may engage third‑party managers and block trading to implement strategies.
Operationally, the firm offers held‑away account reporting through ByAllAccounts and an integrated client portal (the Moseley Virtual Platform) to aggregate and monitor client assets, and provides an estate and inheritance planning option that includes a one‑to‑two hour meeting with an estate attorney. The brochure discloses a customer dispute from November 2021 to May 2022 alleging failure to diversify a concentration position and lack of downside protection.
Based on Moseley Investment Management, Inc.
Expertise
Based on Moseley Investment Management, Inc.
Location
1724 Manatee Avenue W
Bradention FL 34205
Advisors at this office
3
Advisors at this office
Dina V
Series 66
Bradention, FL
Moseley Investment Management, Inc.
Dina Villalobos is a financial advisor with Moseley Investment Management, Inc. She holds a Series 66 designation and has 11 years of industry experience. Her tenure includes working at LPL Financial LLC since 2026 and at Moseley Investment Management since 2007. Moseley Investment Management provides comprehensive financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm’s investment approach emphasizes fundamental analysis to construct portfolios with individual securities, ETFs, mutual funds, and bonds, focusing on long-term positions and periodic rebalancing.
Ryan M
CFA®, Series 65
Bradention, FL
Moseley Investment Management, Inc.
Ryan Moseley is a financial advisor at Moseley Investment Management, Inc. with 12 years of industry experience. He holds the CFA® designation and Series 65 license. His career includes over a decade with Moseley Investment Management and a year at LPL Financial LLC. Moseley Investment Management, Inc. provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm employs fundamental analysis to build long-term portfolios and uses derivatives strategies to generate income, managing approximately $457 million in assets.
Susan M
Series 63
Bradention, FL
Moseley Investment Management, Inc.
Susan Moseley is a financial advisor with Moseley Investment Management, Inc. in Bradenton, FL, holding a Series 63 designation and 26 years of industry experience. She has worked at Moseley Investment Management since 1990 and has one year of experience with LPL Financial LLC. Moseley Investment Management, Inc. provides financial planning, consulting, and portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm uses fundamental analysis to construct portfolios focused on long-term positions and employs strategies including derivatives and third-party managers, while offering integrated client reporting and estate planning services.
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