Steven Tyler Moyer

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2010 → 04/2019
  Proequities, Inc
  Souderton, PA
• 02/2011 → 04/2019
  Everence Trust Company
  Goshen, IN
• 05/2019 → 09/2021
  Sfg Investment Advisors, Inc.
  Doylestown, PA
• 09/2021 → 08/2022
  Mariner Wealth Advisors
  Persakie, PA
• 08/2022 → Present
  Mariner Wealth Advisors
  Persakie, PA

Previous Registrations

• 2019-05-08 → 2021-09-08
  Sfg Investment Advisors, Inc.
  Doylestown, PA
• 2010-10-14 → 2019-05-16
  Concourse Financial Group Securities, Inc.
  Souderton, PA
• 2011-02-25 → 2019-04-30
  Everence Trust Company
  Souderton, PA
  Goshen, IN
• 2009-12-15 → 2010-09-21
  Pruco Securities, Llc.
  Warrington, PA

Other Businesses

Grantd Equity Inc; not investment related; Boulder, CO; board member; start date 1/1/26; 3 hours /month, 0 during trading hours; advisory board

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-04
• S63 Uniform Securities Agent State Law Examination
  2009-10-30

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Steve T Moyer