Stephen G. Dyer
MOTIV8 INVESTMENTS
Augusta, GA 30909
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CRD#: 5978181
Professional summary
Stephen Glynn Dyer, CFP® is a registered financial advisor currently at MOTIV8 INVESTMENTS LLC located in Augusta, Georgia.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Stephen has worked at 2 firms and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Glynn Dyer'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®
Start date: 2020
Experience
Current
April 20, 2021 - Present
MOTIV8 INVESTMENTS LLC
Office #1: 3633 Wheeler Rd. Suite 210, Augusta, GA 30909RIA
CRD#: 285560
Augusta, GA
Past
October 17, 2012 - March 31, 2021
FUSION CAPITAL, LLC
RIA
CRD#: 154726
Augusta, GA
Past
September 14, 2011 - March 12, 2012
FUSION CAPITAL, LLC
RIA
CRD#: 154726
MT. PLEASANT, SC
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".
MI
MOTIV8 INVESTMENTS LLC
AKAMI ADVISORS | WOODCREST FINANCIAL GROUP | WELL PRESERVED ADVISORY GROUP | VILLA TAX ADVISORY GROUP | THE WELL PRESERVED ADVISORY GROUP | THE TERRIO GROUP | THE RETIREMENT ADVISORS | TENNYSON GROUP | PRIVATE CLIENT ADVISOR | OWLFI | OPTIMAL WEALTH STRATEGIES LLC | MOTIV8 INVESTMENTS LLC | MCBEATH FINANCIAL GROUP | MASON STREET WEALTH MANAGEMENT | HALL ASSET MANAGEMENT GROUP | GLEASON FINANCIAL GROUP | FAITHFUL FINANCIAL GROUP | EXCELSIOR FINANCIAL GROUP LLC | EAST COAST TAX AND FINANCIAL PLANNING | DIVERSIFIED WALTH GROUP | CREATIVE ONE | COAST TO COAST FINANCIAL PLANNING LLC | CAPROCK FINANCIAL GROUP | ASSETS RISK MANAGEMENT LLC
CRD#: 285560 / SEC#: 801-108653
RIA
Registered Investment Advisory firm - (11/15/2016 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
Georgia(4/20/2021)
Current Firm
MI
MOTIV8 INVESTMENTS LLC
AKAMI ADVISORS | WOODCREST FINANCIAL GROUP | WELL PRESERVED ADVISORY GROUP | VILLA TAX ADVISORY GROUP | THE WELL PRESERVED ADVISORY GROUP | THE TERRIO GROUP | THE RETIREMENT ADVISORS | TENNYSON GROUP | PRIVATE CLIENT ADVISOR | OWLFI | OPTIMAL WEALTH STRATEGIES LLC | MOTIV8 INVESTMENTS LLC | MCBEATH FINANCIAL GROUP | MASON STREET WEALTH MANAGEMENT | HALL ASSET MANAGEMENT GROUP | GLEASON FINANCIAL GROUP | FAITHFUL FINANCIAL GROUP | EXCELSIOR FINANCIAL GROUP LLC | EAST COAST TAX AND FINANCIAL PLANNING | DIVERSIFIED WALTH GROUP | CREATIVE ONE | COAST TO COAST FINANCIAL PLANNING LLC | CAPROCK FINANCIAL GROUP | ASSETS RISK MANAGEMENT LLC
CRD#: 285560 / SEC#: 801-108653
RIA
Registered Investment Advisory firm - (11/15/2016 Approved)PREMIUM
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Contact information
Main Address
542 Nw University Blvd Suite B101, Port St Lucie, FL 34986
Mailing Address
Phone number
(772) 247-4488
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,337 |
| AUM (Assets Under Management) | $ 219,071,944 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
