Wyatt Moerdyk, financial advisor San Antonio TX

Wyatt Moerdyk

CRD Number: 4644751
Current Firm: Evidence Advisors Investment Management
Compensation Model: Fee Only

Wyatt Moerdyk (CRD# 4644751) is the Chief Compliance Officer and Managing Member of Evidence Advisors, LLC.

CONTACT
Similar Advisors
George Fisher, financial advisor San Antonio TX
George F. Fisher
CRD# 3266677
Boynton Financial LLC
Similar Advisors
Bryan Abbott, financial advisor San Antonio TX
Bryan E. Abbott
CRD# 2511275
S.b. Value Partners, LP
Similar Advisors
Carolyn Abshier, financial advisor San Antonio TX
Carolyn J. Abshier
CRD# 5324995
Lpl Financial LLC
Professional Designations
Company Name Location Dates Years
Evidence Advisors Investment Management Boerne, TX Apr 2016 - Current 7
Cetera Advisor Networks El Segundo, CA Jan 2013 - Apr 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Wyatt A. Moerdyk
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $321,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Ready to hire a financial advisor? Get competitive proposals from Wyatt Moerdyk and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.