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Evan Thomas Dwyer

Nexwealth LLC

Philadelphia, PA

Palm Beach Gardens, FL

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Current Employers
Nexwealth Llc

3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-12
FL RA APPROVED 2024-08-19
  • PA RA
    APPROVED
    Since 2026-02-12
  • FL RA
    APPROVED
    Since 2024-08-19

Branch Locations

1500 Jfk Boulevard Suite 1015, Philadelphia, PA 19012 • United States

3801 Pga Boulevard Suite 600, Palm Beach Gardens, FL 33410 • 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
Waldron Private Wealth, Llc Wayne PA 06/2023 08/2024
Prime Buchholz Portsmouth NH 09/2021 05/2023
Prime Buchholz Portsmouth NH 04/2021 09/2021
Prime Buchholz Portsmouth NH 05/2019 04/2021
Elbit Systems Of America Merrimack NH 05/2018 05/2019
Putnam Investments Andover MA 12/2017 04/2018
George Washington University Washington DC 08/2015 08/2016
Saint Anselm College Manchester NH 08/2016 05/2019
Nexwealth, Llc Philadelphia PA 08/2024 Present
  • 06/2023 → 08/2024
    Waldron Private Wealth, Llc
    Wayne, PA
  • 09/2021 → 05/2023
    Prime Buchholz
    Portsmouth, NH
  • 04/2021 → 09/2021
    Prime Buchholz
    Portsmouth, NH
  • 05/2019 → 04/2021
    Prime Buchholz
    Portsmouth, NH
  • 05/2018 → 05/2019
    Elbit Systems Of America
    Merrimack, NH
  • 12/2017 → 04/2018
    Putnam Investments
    Andover, MA
  • 08/2015 → 08/2016
    George Washington University
    Washington, DC
  • 08/2016 → 05/2019
    Saint Anselm College
    Manchester, NH
  • 08/2024 → Present
    Nexwealth, Llc
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-11-30
  • S63 Uniform Securities Agent State Law Examination
    2018-11-30
Designations
Other Names
  • Evan Dwyer

View on SEC IAPD

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Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

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