Ronald P. Wyatt

WYZE WEALTH ADVISORS

CANONSBURG, PA 15317

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CRD#: 1941761

Professional summary

Ronald Paul Wyatt, CFP®, ChFC®, CIMA®, CPWA®, who also goes by Ron Paul Wyatt, Ron Wyatt, Ronald P Wyatt, is a registered financial advisor currently at WYZE WEALTH ADVISORS, LLC located in Canonsburg, Pennsylvania.

Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Ronald has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ron Paul Wyatt | Ron Wyatt | Ronald P Wyatt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I AM AN INSURANCE AGENT, LICENSED FOR LIFE INSURANCE, HEALTH INSURANCE AND/OR ANNUITY LINES OF BUSINESS WITH TRUE WEALTH DESIGN. I MAY RECEIVE COMPENSATION FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS TO CLIENTS OR OTHER INDIVIDUALS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Paul Wyatt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1998

ChFC^®

Chartered Financial Consultant

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Start date: 2016-03-02

Expire date: 2024-07-31

Experience

Current

July 19, 2024 - Present

WYZE WEALTH ADVISORS, LLC

Office #1: 1800 Main Street Suite 230, Canonsburg, PA 15317

RIA

CRD#: 329413

CANONSBURG, PA

Past

November 20, 2020 - September 30, 2024

TRUE WEALTH DESIGN, LLC

RIA

CRD#: 143194

CANONSBURG, PA

Past

January 31, 2014 - December 9, 2020

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

CANONSBURG, PA

Past

September 18, 2009 - February 27, 2014

JFS WEALTH ADVISORS, LLC

RIA

CRD#: 145051

PITTSBURGH, PA

Past

September 5, 2001 - September 3, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PITTSBURGH, PA

Past

May 16, 2000 - September 3, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PITTSBURGH, PA

Past

August 30, 1993 - May 25, 2000

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

May 22, 1992 - September 20, 1993

RODGERS BROTHERS, INC.

CRD#: 16197

HARMONY, PA

Past

June 7, 1989 - June 22, 1992

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

April 18, 1989 - April 21, 1989

UBS ASSET MANAGEMENT (US) INC.

CRD#: 583

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WYZE WEALTH ADVISORS, LLC

CRD#: 329413 / SEC#: 801-129933

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(7/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/11/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/28/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/15/1989

General Securities Representative Examination

Current Firm

WYZE WEALTH ADVISORS, LLC

CRD#: 329413 / SEC#: 801-129933

RIA

Registered Investment Advisory firm - (4/18/2024 Approved)

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Contact information

Main Address

1800 Main Street Suite 230, Canonsburg, PA 15317

Mailing Address

Phone number

(724) 747-6451

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (1/20/2025)

Regulatory assets under management

Total Number of Accounts	407
AUM (Assets Under Management)	$ 230,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Ronald P. Wyatt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Paul Wyatt's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE WEALTH DESIGN, LLC

UNITED CAPITAL FINANCIAL ADVISORS

JFS WEALTH ADVISORS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

RODGERS BROTHERS, INC.

UBS FINANCIAL SERVICES INC.

UBS ASSET MANAGEMENT (US) INC.

Primary Firm SEC Registration

WYZE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/11/2001

Series 63

Date: 4/28/1989

Series 7

Date: 4/15/1989

Current Firm

WYZE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WYZE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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