AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MM

Mark F. Moyher

WRIGHT INVESTORS SERVICE
MILFORD, CT 06460
Some features on this profile are disabled
CRD#: 2739419
MM

Professional summary


Mark Francis Moyher, who also goes by Mark Francis Moyer, is a registered financial advisor currently at WRIGHT INVESTORS SERVICE INC located in Milford, Connecticut and WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC. located in Shelton, Connecticut.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Mark has worked at 2 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 7, Series 2 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mark Francis Moyer

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mark Francis Moyher'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®
None

Experience


Current

August 16, 1996 - Present

WRIGHT INVESTORS SERVICE INC

Office #1: 440 Wheelers Farms Road, Milford, CT 06460
RIA
CRD#: 106302
MILFORD, CT
Current

October 19, 2001 - Present

WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC.

Office #1: 2 Corporate Dr Suite 770, Shelton, CT 06484Office #2: 2 Corporate Drive Suite 770, Shelton, CT 06484
BD
CRD#: 13645
Shelton, CT

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".
WI
WRIGHT INVESTORS SERVICE INC
WRIGHT INVESTORS SERVICE INC

CRD#: 106302 / SEC#: 801-51257

RIA
Registered Investment Advisory firm - (2/23/1996 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Connecticut
(8/16/1996)
RR
Connecticut
(11/7/2001)

Exams


State Security Law Exam
RR
Series 63
Date: 11/6/2001
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 9/12/1996
Non-Member General Securities Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/26/2009
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


WI
WRIGHT INVESTORS SERVICE INC
WRIGHT INVESTORS SERVICE INC

CRD#: 106302 / SEC#: 801-51257

RIA
Registered Investment Advisory firm - (2/23/1996 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
2 Corporate Drive Suite 770, Shelton, CT 06484
Mailing Address
Phone number
(203) 783-4400
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

03 17 25 WIS ADV PART 2A (3/17/2025)

Regulatory assets under management


Total Number of Accounts1,286
AUM (Assets Under Management)$ 1,237,999,777

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.

Company Information


WRIGHT INVESTORS SERVICE INC

CRD#: 106302Milford, CT 06460

TRUST BUT VERIFY

Monitor Mark Moyher

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


DH
Donald HenryAdvisorCheck Check Mark
CITIGROUP GLOBAL MARKETS INC.
IAR
RR
Norwalk, CT
HF
Harlan FischerAdvisorCheck Check Mark
CETERA INVESTMENT ADVISERS LLC
IAR
RR
SETAUKET, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics