Anh T. Nguyen

EVERMAY WEALTH MANAGEMENT

ARLINGTON, VA 22203

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CRD#: 7369559

Professional summary

Anh Thi Nguyen, who also goes by Anh Ngoc Thi Nguyen, Anh T Nguyen, Anny Nguyen, is a registered financial advisor currently at EVERMAY WEALTH MANAGEMENT, LLC located in Arlington, Virginia.

Anh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Anh has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anh Ngoc Thi Nguyen | Anh T Nguyen | Anny Nguyen

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 Anh Thi Nguyen'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

January 2, 2025 - Present

EVERMAY WEALTH MANAGEMENT, LLC

Office #1: 3901 Fairfax Drive Suite 400, Arlington, VA 22203

RIA

CRD#: 149230

ARLINGTON, VA

Past

August 1, 2022 - November 22, 2024

DYNAMIC

RIA

CRD#: 151367

JACKSONVILLE, FL

Past

January 14, 2022 - March 3, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

November 23, 2021 - March 3, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

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".

EVERMAY WEALTH MANAGEMENT, LLC

CRD#: 149230 / SEC#: 801-70170

RIA

Registered Investment Advisory firm - (3/27/2009 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

Virginia
(1/2/2025)

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: 1/12/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/23/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/21/2021

Securities Industry Essentials Examination

Current Firm

EVERMAY WEALTH MANAGEMENT, LLC

CRD#: 149230 / SEC#: 801-70170

RIA

Registered Investment Advisory firm - (3/27/2009 Approved)

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Contact information

Main Address

3901 Fairfax Drive Suite 400, Arlington, VA 22203

Mailing Address

Phone number

(703) 822-5696

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EVERMAY WEALTH MANAGEMENT FORM ADV PART 2A (8/1/2025)

Regulatory assets under management

Total Number of Accounts	1,787
AUM (Assets Under Management)	$ 1,180,517,977

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/21/2025	Cover Page	Report
10/04/2024	Cover Page	Report
10/16/2023	Cover Page	Report
11/18/2022	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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Advisor Monitoring

Firm Stability Insights

Anh T. Nguyen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anh Thi Nguyen's CRS (Customer Relationship Summary).

Certified licenses

Experience

DYNAMIC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

EVERMAY WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/12/2022

Series 7TO

Date: 11/23/2021

SIE

Date: 5/21/2021

Current Firm

EVERMAY WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EVERMAY WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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