Merrill
45yrs
Top advisor by experience in Ponte Vedra Beach
12yrs
Eric Moses
Full name on record: Eric Patrick Moses
Financial advisor at Raymond James Financial Services Advisors
Eric Moses is a fiduciary financial advisor in Ponte Vedra Beach, Florida, with 12 years in the industry. After three years at Charles Schwab & CO. and two years at Fidelity Personal and Workplace Advisors, Eric joined Raymond James Financial Services Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Eric holds the CFP® designation.
One of 441 advisors with offices in Ponte Vedra Beach, and one of 417 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office814 US Highway A1a North Suite 201, Ponte Vedra Beach, FL 32082
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2020 – 2022Charles Schwab & CO., Inc.Previously
- Jul 2018 – Feb 2020Fidelity Personal and Workplace AdvisorsPreviously
- 2015 – 2018Strategic Advisers LLCPreviously
Contact Eric
Local office(904) 273-2426Ask for Eric. (727) 567-3020Main office · Saint Petersburg, FL 814 US Highway A1a North Suite 201Ponte Vedra Beach, FL 32082Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Eric’s local office at (904) 273-2426 or the Raymond James Financial Services Advisors main office at (727) 567-3020, and ask for Eric Moses.
How long has Eric been a financial advisor?
Eric has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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