Dean Moeller has been an investment adviser representative at Latitude Advisors since December 2009, and is not listed among the firm’s executive officers or direct owners.
Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.
Dean Moeller’s longest registration is the current one, 16 years at Latitude Advisors since 2009. Before joining Latitude Advisors in 2009, Dean Moeller was registered through Medallion Advisory Services, LLC and Raymond James Financial Services.
- Latitude Advisors, LLCCurrent– present · 16 yearsSt Marys, OH · Adviser representative · Firm CRD 151001
- Medallion Advisory Services, LLC– · 2 yearsSt. Mary'S, OH · Adviser representative · Firm CRD 113788
- Raymond James Financial Services– · 4 yearsSt. Mary'S, OH · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
Dean Moeller is registered as an investment adviser representative in Ohio, since December 2009.
- OhioSince 21 December 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 January 2002 |
| Series 7 | General Securities Representative Examination | 28 November 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 April 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Dean Robert Moeller
- CRD
- 2724757
- Firm
- Latitude Advisors · CRD 151001
- Office
- 2360 CELINA ROAD, St Marys, OH 45885
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Dean Moeller work?
Dean Moeller is an investment adviser representative registered through Latitude Advisors, LLC since December 2009, and is not listed among the firm’s executive officers or direct owners.
Is Dean Moeller a financial advisor?
Yes. Dean Moeller has a current investment-adviser registration in Ohio, through Latitude Advisors since December 2009.
How many years of experience does Dean Moeller have?
Dean Moeller has 30 years in the financial industry, since June 1996, across 3 adviser firms.
What exams has Dean Moeller passed?
Dean Moeller has passed 3 licensing exams: the Series 6, Series 7 and Series 66. The earliest, the Series 6, was passed in April 1996. FINRA credited Dean Moeller with the SIE, which began in October 2018.
Where did Dean Moeller work before Latitude Advisors?
Before Latitude Advisors, Dean Moeller was registered through Raymond James Financial Services, April 2002 to March 2007.
Where is Dean Moeller based?
Dean Moeller’s registered office is in St Marys, OH.
Is Dean Moeller registered with FINRA?
Yes. Dean Moeller has a current broker registration, under CRD 2724757.
Source: FINRA BrokerCheck
How can I verify Dean Moeller’s record?
Search CRD 2724757 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Dean Moeller’s full registration record.