Wyatt A. Moerdyk

EVIDENCE ADVISORS INVESTMENT MANAGEMENT

BOERNE, TX 78006

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CRD#: 4644751

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.

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF TRADING HOURS PER WEEK: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE SALES BRIEF DESCRIPTION OF DUTIES: SELLING LIFE, ANNUITIES, AND LONG TERM CARE

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

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.

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)

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: 10/15/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/26/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/15/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/19/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/18/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	103
AUM (Assets Under Management)	$ 69,422,004

Red Flags

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

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Wyatt A. Moerdyk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wyatt A. Moerdyk's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

OSAIC FS, INC.

OSAIC FS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/15/2005

Series 63

Date: 6/26/2004

SIE

Date: 4/15/2016

Series 7

Date: 1/19/2010

Series 6

Date: 5/18/2004

Current Firm

EVIDENCE ADVISORS INVESTMENT MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EVIDENCE ADVISORS INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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