Nick Moylan

FOURSTAR WEALTH ADVISORS

Vernon Hills, IL

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CRD#: 6088136

Professional summary

Nick Moylan, who also goes by Nicholas William Moylan, is a registered financial advisor currently at FOURSTAR WEALTH ADVISORS, LLC located in Vernon Hills, Illinois.

Nick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Nick has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nicholas William Moylan

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.

Entity Name: Bantanon LLC Investment related: No Address: Vernon HillsIllinois60061 Nature of the other business: Automotive Position/Title/Relationship: Owner/Partner Start Date: 05/31/2022 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Member LLC where I am the sole member - the LLC will do nothing but own a collector car as an investment

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nick Moylan'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®

None

Experience

Current

June 13, 2025 - Present

FOURSTAR WEALTH ADVISORS, LLC

RIA

CRD#: 169613

Vernon Hills, IL

Past

October 26, 2018 - May 13, 2025

J.P. MORGAN SECURITIES LLC

CRD#: 79

LAKE ZURICH, IL

Past

October 25, 2018 - May 13, 2025

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

LAKE ZURICH, IL

Past

October 28, 2016 - January 4, 2019

HAYDEN ROYAL

RIA

CRD#: 170037

Chicago, IL

Past

April 1, 2013 - November 17, 2016

MORGAN STANLEY

RIA

CRD#: 149777

LISLE, IL

Past

February 14, 2013 - November 17, 2016

MORGAN STANLEY

CRD#: 149777

LISLE, IL

Past

September 14, 2012 - October 31, 2012

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

CHICAGO, IL

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".

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613 / SEC#: 801-110467

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Illinois

Registered Investment Advisory firm - (4/21/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Illinois
(6/13/2025)

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: 3/30/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/17/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/13/2012

General Securities Representative Examination

Current Firm

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613 / SEC#: 801-110467

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Illinois

Registered Investment Advisory firm - (4/21/2017 Terminated)

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Contact information

Main Address

1 N. Lasalle Street Suite 2225, Chicago, IL 60602

Mailing Address

Phone number

(312) 667-1750

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

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,309
AUM (Assets Under Management)	$ 1,240,902,908

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/29/2025	Cover Page	Report
05/28/2024	Cover Page	Report

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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Nick Moylan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nick Moylan's CRS (Customer Relationship Summary).

Certified licenses

Experience

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

HAYDEN ROYAL

MORGAN STANLEY

MORGAN STANLEY

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

FOURSTAR WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/30/2013

SIE

Date: 11/17/2016

Series 7

Date: 9/13/2012

Current Firm

FOURSTAR WEALTH ADVISORS, LLC

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FOURSTAR WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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