Anh Thi Nguyen

Employer firm

Evermay Wealth Management, LLC CRD 149230

$1.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → 03/2022
  Merrill Lynch
  Jacksonville, FL
• 08/2016 → 05/2020
  University Of North Florida
  Jacksonville, FL
• 11/2017 → 03/2021
  River Capital Advisors
  Jacksonville, FL
• 03/2022 → 11/2024
  Dynamic Wealth Advisors
  Phoenix, AZ
• 12/2024 → Present
  Evermay Wealth Management, Llc
  Arlington, VA

Previous Registrations

• 2022-08-01 → 2024-11-22
  Dynamic
  Jacksonville, FL
  Phoenix, AZ
• 2022-01-14 → 2022-03-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-01-12

Designations

• Chartered Financial Consultant

Other Names

• Anny Nguyen
• Anh T Nguyen
• Anh Ngoc Thi Nguyen