TM
Terry G. Moyers
SYNTEGRA PRIVATE WEALTH GROUP LLC
Chesterfield, MO 63017
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CRD#: 5996105
TM
Professional summary
Terry G Moyers JR, who also goes by Terry G Moyers, Terry Gene Moyers Jr, is a registered financial advisor currently at SYNTEGRA PRIVATE WEALTH GROUP LLC located in Chesterfield, Missouri and OSAIC WEALTH, INC. located in Chesterfield, Missouri.
Terry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Terry has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Terry G Moyers | Terry Gene Moyers Jr
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.
**T.A Ohlms POSITION: Consulting NATURE: To provide T.A. Ohlms, LLC consultation on working through their clientele to provide ways to better service their clients INVESTMENT RELATED: no HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 12/24/2019 ADDRESS: 4600 Executive Centre Parkway, Suite A, St Peters, MO 63376 **Insurance Sales POSITION: Insurance Agent NATURE: Insurance Sales INVESTMENT RELATED: yes HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/04/2019 ADDRESS: 828 S Main Street St Charles, MO 63301 **SYNTEGRA PRIVATE WEALTH GROUP IRIA POSITION: Financial Advisor NATURE: Investment Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 35 START DATE: 11/01/2022 ADDRESS: 14567 N Outer 40 Road, Suite 225, Saint Charles MO 63368 DESCRIPTION: Provide Investment Advisory Services
CRS (Client Relationship Summary) - RIA
Click below to view Terry G Moyers JR'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®
NoneExperience
Current
November 7, 2022 - Present
SYNTEGRA PRIVATE WEALTH GROUP LLC
Office #1: 14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017Office #2: 14143 Denver West Pkwy. Suite 100, Golden, CO 80401RIA
CRD#: 323180
Chesterfield, MO
Current
June 14, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 14567 N Outer Forty Rd Ste 225, Chesterfield, MO 63017Office #2: 828 S Main St, Saint Charles, MO 63301RIA
BD
CRD#: 23131
CHESTERFIELD, MO
Past
January 3, 2019 - December 31, 2022
ARBOR POINT ADVISORS
RIA
CRD#: 165127
CHESTERFIELD, MO
Past
January 3, 2019 - June 14, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SAINT CHARLES, MO
Past
April 13, 2012 - January 9, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
ST PETERS, MO
Past
February 6, 2012 - January 9, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
ST PETERS, MO
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".
SP
SYNTEGRA PRIVATE WEALTH GROUP LLC
SYNTEGRA PRIVATE WEALTH GROUP LLC
CRD#: 323180 / SEC#: 801-126688
RIA
Registered Investment Advisory firm - (9/30/2022 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/14/2024)
RR
Alaska(6/14/2024)
RR
Arizona(6/14/2024)
RR
Arkansas(6/14/2024)
RR
California(6/14/2024)
IAR
Colorado(9/13/2023)
RR
Colorado(6/14/2024)
RR
Florida(6/14/2024)
RR
Georgia(6/14/2024)
RR
Illinois(6/14/2024)
RR
Kansas(6/14/2024)
RR
Kentucky(6/14/2024)
RR
Louisiana(6/14/2024)
RR
Maine(6/14/2024)
RR
Maryland(6/14/2024)
IAR
Missouri(11/7/2022)
RR
Missouri(6/14/2024)
RR
Nebraska(6/14/2024)
RR
New York(6/14/2024)
RR
North Carolina(6/14/2024)
RR
Ohio(6/14/2024)
IAR
Texas(12/8/2022)
RR
Texas(6/14/2024)
RR
Virginia(6/14/2024)
RR
Washington(6/14/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SP
SYNTEGRA PRIVATE WEALTH GROUP LLC
SYNTEGRA PRIVATE WEALTH GROUP LLC
CRD#: 323180 / SEC#: 801-126688
RIA
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Contact information
Main Address
14567 N Outer 40 Rd Ste 225, Chesterfield, MO 63017
Mailing Address
Phone number
(314) 802-7232
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,266 |
| AUM (Assets Under Management) | $ 1,191,046,490 |
Red Flags
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Company Information
SYNTEGRA PRIVATE WEALTH GROUP LLC
CRD#: 323180Chesterfield, MO 63017TRUST BUT VERIFY
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