Ernest Devan Moosherr
Investment Adviser Representative at Canopy Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ernest Devan Moosherr is an investment adviser representative with Canopy Wealth Management in Birmingham, MI, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Michigan and Texas.
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, Texas
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.
- UnemployedMay 2015 – Jan 2019Los Angeles, CA
- GoodonyaJan 2019 – Jul 2019Encinitas, CA
- Club PilatesJul 2019 – Sep 2019Encinitas, CA
- Red Effect FitnessSep 2019 – Jan 2020Encinitas, CA
- StretchlabJan 2020 – May 2020Solana Beach, CA
- UnishippersAug 2020 – Sep 2020Ventura, CA
- Better.comOct 2020 – Apr 2021Los Angeles, CA
- MotivoApr 2021 – May 2021Los Angeles, CA
- CapsuleJun 2021 – Nov 2021West Hollywood, CA
- Tebra/KareoNov 2021 – Sep 2024Los Angeles, CA
- SamsaraSep 2024 – Jan 2025Los Angeles, CA
- Canopy Wealth ManagementApr 2025 – Nov 2025Birmingham, MI
- Canopy Wealth ManagementNov 2025 – no end date reportedBirmingham, MI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Canopy Wealth Management
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
- Firm account minimum
- $250,000 (waivable)
- $0 to $500,0001.20%
- $500,001 to $1,500,0000.80%
- $1,500,001 to $3,000,0000.60%
- $3,000,001 to $5,000,0000.50%
+1 more tiers on the firm profile
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
Investment management (portfolio design & management, alternative investments, concentrated stock strategies, education funding, equity compensation for RSUs/ISOs/NSOs), financial planning (retirement income, wealth and estate planning, succession planning, cash flow & lifestyle planning, risk management), and tax strategies (tax planning & coordination, charitable giving strategies).
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Middleton, WI
- SEC file number:
- 801-113774
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 8, 2026
View full firm profileOther advisors at Canopy Wealth Management
9 other advisors in the directory
Similar advisors in Birmingham, MI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ernest Devan Moosherr 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched