Andrew Howard Moss
Investment Adviser Representative at Elevation Point Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Howard Moss is an investment adviser representative with Elevation Point Wealth Partners, LLC in Bloomfield Hills, MI, where they have been registered since 2025. They have worked in the securities industry since 1994 and have been registered with 3 firms, including Transcend Capital Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
- Broker:
11 states and territories
Arizona, District of Columbia, Florida, Illinois, Michigan, New Jersey, North Carolina, Ohio, South Carolina, Virginia, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 1994 – Sep 2020Bloomfield Hills, MI
- BANK OF America,naDec 2009 – Sep 2020Bloomfields Hills, MI
- Transcend Capital Advisors, LLCSep 2020 – Apr 2025Bloomfield Hills, MI
- Purshe Kaplan Sterling Investments, Inc.Sep 2020 – no end date reportedBloomfield Hills, MI
- Elevation Point Wealth Partners, LLCApr 2025 – no end date reportedDenver, CO
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Elevation Point Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $100,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 48
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Denver, CO
- SEC file number:
- 801-65068
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 22, 2026
View full firm profileOther advisors at Elevation Point Wealth Partners, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Howard Moss has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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