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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Wyatt A. Moerdyk

Wyatt A. Moerdyk

EVIDENCE ADVISORS INVESTMENT MANAGEMENT
BOERNE, TX 78006
Some features on this profile are disabled
CRD#: 4644751
Wyatt A. Moerdyk

Professional summary

Wyatt A. Moerdyk, AIF®, CFP® is a registered financial advisor currently at EVIDENCE ADVISORS INVESTMENT MANAGEMENT located in Boerne, Texas.

Wyatt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Wyatt has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Wyatt A. Moerdyk's 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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

April 15, 2016 - Present

EVIDENCE ADVISORS INVESTMENT MANAGEMENT

Office #1: 7 Upper Balcones Road, Boerne, TX 78006
RIA
CRD#: 282234
BOERNE, TX
Past

May 6, 2010 - April 15, 2016

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
SAN ANTONIO, TX
Past

February 26, 2010 - April 15, 2016

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
SAN ANTONIO, TX
Past

October 25, 2005 - March 1, 2010

OSAIC FS, INC.

RIA
CRD#: 3870
SAN ANTONIO, TX
Past

May 20, 2004 - March 1, 2010

OSAIC FS, INC.

BD
CRD#: 3870
SAN ANTONIO, TX

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
Texas
(4/15/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/15/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/26/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/15/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/19/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/18/2004
Investment Company Products/Variable Contracts Representative Examination

Current Firm

EA
EVIDENCE ADVISORS INVESTMENT MANAGEMENT
EVIDENCE ADVISORS | EVIDENCE ADVISORS, LLC | EVIDENCE ADVISORS INVESTMENT MANAGEMENT

CRD#: 282234 / SEC#:

Texas
Registered Investment Advisory firm - (4/15/2016 Approved)
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Contact information

Main Address
7 Upper Balcones Road, Boerne, TX 78006
Mailing Address
Phone number
(210) 591-1170
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts103
AUM (Assets Under Management)$ 69,422,004

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

EVIDENCE ADVISORS INVESTMENT MANAGEMENT

CRD#: 282234Boerne, TX 78006

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