Farah Private Wealth Management
47yrs
Top advisor by experience in Costa Mesa
3yrs
Eric Moist
Financial advisor at Captrust
Eric Moist has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Costa Mesa, California. After two years at Merrill and a year at ESI Financial Advisors, Eric joined Captrust in 2026, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 178 advisors with offices in Costa Mesa, and one of 165 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office1124 Bristol Street, Costa Mesa, CA 92626
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2026 – nowCaptrustCurrent firm
- Sep 2024 – May 2026MerrillPreviously
- Jan 2024 – Jul 2024Equity Services, Inc.Previously
Contact Eric
(919) 870-6822Firm headquarters in Raleigh, NC. Ask for Eric. 1124 Bristol StreetCosta Mesa, CA 92626Office · Get directions Firm websiteHTTP://WWW.CAPTRUST.COM
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Captrust at (919) 870-6822 and ask for Eric Moist. Eric works from the Costa Mesa, CA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Eric hold?
Series 65, 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?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. 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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