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Clayton Bryant Moyer

Avidian Wealth Solutions

Houston, TX

CRD 5525457

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Employer firm

Avidian Wealth Solutions CRD 127186

$4.76B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Avidian Wealth Solutions

800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-10-01
  • TX RA
    APPROVED
    Since 2021-10-01

Branch Locations

800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fca Corp Houston TX 01/2008 09/2021
Avidian Wealth Solutions Houston TX 09/2021 Present
Previous Registrations
  • 2008-07-24 → 2021-10-26
    Fca Corp
    Houston, TX
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-23
  • S65 Uniform Investment Adviser Law Examination
    2008-07-23
Designations
  • Certified Financial Planner
Other Names
  • Clay Moyer
  • Clayton Bryant Moyer

View on SEC IAPD

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