Michael Moeller
Slocum, Gordon & · Newport, Rhode Island
Michael Moeller is a fee-only financial advisor at Slocum, Gordon & in Newport, Rhode Island. Slocum, Gordon & reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Slocum, Gordon & |
|---|---|
| Based in | Newport, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $219.2M across 253 accounts |
| SEC registration | Investment adviser representative in RI, TX · CRD 6465328 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.slocumgordon.com |
| Profile |
How Michael's firm compares
- Slocum, Gordon &'s average account is about $866,000, from its Form ADV (assets managed divided by 253 accounts).
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Questions about Michael
Is Michael Moeller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Slocum, Gordon & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Slocum, Gordon &, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Moeller based?
Michael Moeller is based in Newport, Rhode Island.
Is Michael Moeller registered with the SEC?
Yes. Michael Moeller is registered as an investment adviser representative in RI and TX (CRD 6465328), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Slocum, Gordon & manage?
Slocum, Gordon & reports $219.2M across 253 accounts in assets under management.
How do I contact Michael Moeller?
Through Michael's website, www.slocumgordon.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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