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Troy Moyer

MOYER WEALTH MANAGEMENT
Lansdale, PA
Some features on this profile are disabled
CRD#: 4873449
TM

Professional summary

Troy Moyer, CFP® is a registered financial advisor currently at MOYER WEALTH MANAGEMENT located in Lansdale, Pennsylvania.

Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Troy has worked at 5 firms and has passed the Series 63, SIE and Series 7 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 Troy Moyer'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®
CFP®

Certified Financial Planner

Start date: 2006

Experience

Current

December 17, 2021 - Present

MOYER WEALTH MANAGEMENT

RIA
CRD#: 317908
Lansdale, PA
Past

February 14, 2017 - December 23, 2021

FIRST CAPITAL ADVISORS GROUP, LLC

RIA
CRD#: 281322
Blue Bell, PA
Past

July 21, 2009 - February 4, 2017

HJ WEALTH MANAGEMENT LLC

RIA
CRD#: 139160
PLYMOUTH MEETING, PA
Past

July 9, 2007 - May 24, 2016

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
PLYMOUTH MEETING, PA
Past

December 15, 2004 - July 6, 2007

CINCINNATI ANALYSTS, INC.

BD
CRD#: 5478
PLYMOUTH MEETING, PA

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
(3/10/2026)
IAR
Pennsylvania
(12/17/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 1/29/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/24/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/14/2004
General Securities Representative Examination

Current Firm

MW
MOYER WEALTH MANAGEMENT
MOYER CPA GROUP LLC | MOYER WEALTH MANAGEMENT

CRD#: 317908 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (12/17/2021 Approved)
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Contact information

Main Address
Lansdale, PA
Mailing Address
411 Doylestown Road, Unit 706, Montgomeryville, PA 18936
Phone number
(610) 529-8683
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts325
AUM (Assets Under Management)$ 75,320,972

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

MOYER WEALTH MANAGEMENT

CRD#: 317908Lansdale, PA

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