Matthew A. Moyzis

CORNERSTONE WEALTH

Huntersville, NC 28078

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CRD#: 4812123

Professional summary

Matthew Alan Moyzis, CFP®, who also goes by Matt Moyzis, Matthew Moyzis, is a registered financial advisor currently at CORNERSTONE WEALTH located in Huntersville, North Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 12 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Moyzis | Matthew Moyzis

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 Matthew Alan Moyzis'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: 2015

Experience

Current

March 9, 2023 - Present

CORNERSTONE WEALTH

Office #1: 16810 Kenton Drive Suite 200, Huntersville, NC 28078

RIA

CRD#: 289971

Huntersville, NC

Past

July 27, 2022 - January 25, 2023

GRATUS CAPITAL, LLC

RIA

CRD#: 173627

CHARLOTTE, NC

Past

June 22, 2017 - July 25, 2022

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Charlotte, NC

Past

June 22, 2017 - July 25, 2022

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

Past

May 4, 2016 - June 5, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

CHARLOTTE, NC

Past

April 26, 2016 - June 5, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

CHARLOTTE, NC

Past

January 6, 2015 - January 5, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CHARLOTTE, NC

Past

December 24, 2014 - January 5, 2016

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CHARLOTTE, NC

Past

December 21, 2012 - March 22, 2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

CHARLOTTE, NC

Past

December 19, 2012 - March 22, 2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

CHARLOTTE, NC

Past

December 5, 2007 - August 23, 2012

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

WINNETKA, IL

Past

September 18, 2007 - August 23, 2012

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

WINNETKA, IL

Past

July 21, 2005 - September 27, 2006

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

ROMEOVILLE, IL

Past

July 21, 2005 - September 27, 2006

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

ROMEOVILLE, IL

Past

December 10, 2004 - June 24, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NORTHBROOK, IL

Past

December 10, 2004 - June 24, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

October 28, 2004 - December 17, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

TINLEY PARK, IL

Past

October 14, 2004 - December 17, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 14, 2004 - December 17, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

CORNERSTONE WEALTH

CRD#: 289971 / SEC#: 801-112164

RIA

Registered Investment Advisory firm - (12/22/2017 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

North Carolina
(3/9/2023)

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 66

Date: 10/26/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/12/2004

General Securities Representative Examination

Current Firm

CORNERSTONE WEALTH

CRD#: 289971 / SEC#: 801-112164

RIA

Registered Investment Advisory firm - (12/22/2017 Approved)

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Contact information

Main Address

16810 Kenton Drive Suite 200, Huntersville, NC 28078

Mailing Address

Phone number

(704) 987-3410

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCH 2025 ADV 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	6,834
AUM (Assets Under Management)	$ 2,108,342,140

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

Matthew A. Moyzis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Alan Moyzis's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE WEALTH

GRATUS CAPITAL, LLC

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CORNERSTONE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 10/26/2004

SIE

Date: 10/1/2018

Series 7

Date: 10/12/2004

Current Firm

CORNERSTONE WEALTH

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE WEALTH

TRUST BUT VERIFY

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