Troy Moyer

MOYER WEALTH MANAGEMENT

Lansdale, PA

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CRD#: 4873449

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.

1. INSURANCE, YES, LANSDALE, PA, INSURANCE SALES, INDEPENDENT INSURANCE AGENT, AGENT, 2003, 5 HRS PER MONTH, ALL DURING TRADING HOURS, INSURANCE SALES. 2, MOYER CPA GROUP LLC, NO, LANSDALE, PA, TAX PREPARATION, TAX PREPARER, 2018, 20 HRS PER MONTH, 5 HRS DURING TRADING HOURS, TAX PREPARATION. 3. YOUTH SOCCER LEAGUE; NOT INVESTMENT-RELATED; PA; BOARD MEMBER; APPROXIMATELY 10 HRS/MO OUTSIDE TRADING HOURS; AS BOARD MEMBER MAKES RECOMMENDATIONS BUT NO FINAL FINANCIAL DECISIONS.

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.

CRD#: 18487

PLYMOUTH MEETING, PA

Past

December 15, 2004 - July 6, 2007

CINCINNATI ANALYSTS, INC.

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

Pennsylvania
(12/17/2021)

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

Series 63

Date: 1/29/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/24/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/14/2004

General Securities Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	304
AUM (Assets Under Management)	$ 63,354,358

Red Flags

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

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Troy Moyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Moyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOYER WEALTH MANAGEMENT

FIRST CAPITAL ADVISORS GROUP, LLC

HJ WEALTH MANAGEMENT LLC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CINCINNATI ANALYSTS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/29/2005

SIE

Date: 5/24/2016

Series 7

Date: 12/14/2004

Current Firm

MOYER WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MOYER WEALTH MANAGEMENT

TRUST BUT VERIFY

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