Evan T. Dwyer

NEXWEALTH LLC

Philadelphia, PA 19012

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CRD#: 7781626

Professional summary

Evan Thomas Dwyer, who also goes by Evan Dwyer, is a registered financial advisor currently at NEXWEALTH LLC located in Philadelphia, Pennsylvania.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Evan has worked at 2 firms and has passed the Series 63 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Evan Dwyer

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 Evan Thomas Dwyer'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

August 19, 2024 - Present

NEXWEALTH LLC

Office #1: 1500 Jfk Boulevard Suite 1015, Philadelphia, PA 19012

RIA

CRD#: 311424

Philadelphia, PA

Past

July 26, 2023 - April 18, 2024

WALDRON PRIVATE WEALTH

RIA

CRD#: 131063

Wayne, PA

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".

NEXWEALTH LLC

CRD#: 311424 / SEC#: 801-120110

RIA

Registered Investment Advisory firm - (1/8/2021 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

Florida
(8/19/2024)

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: 11/30/2018

Uniform Securities Agent State Law Examination

Current Firm

NEXWEALTH LLC

CRD#: 311424 / SEC#: 801-120110

RIA

Registered Investment Advisory firm - (1/8/2021 Approved)

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Contact information

Main Address

3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410

Mailing Address

3330 Fairchild Gardens Avenue Suite 30428, Palm Beach Gardens, FL 33420

Phone number

(561) 971-3939

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 NEXWEALTH FORM ADV PART 2A FINAL 2025-03-31 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	145
AUM (Assets Under Management)	$ 132,443,445

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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Evan T. Dwyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Thomas Dwyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXWEALTH LLC

WALDRON PRIVATE WEALTH

Primary Firm SEC Registration

NEXWEALTH LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/30/2018

Current Firm

NEXWEALTH LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NEXWEALTH LLC

TRUST BUT VERIFY

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