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Brian Matthew Fyock

Evermay Wealth Management, LLC

Arlington, VA

CRD 7829330

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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:

Current Employers
Evermay Wealth Management, Llc

3901 Fairfax Drive Suite 400, Arlington, VA 22203 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-11-06
  • VA RA
    APPROVED
    Since 2023-11-06

Branch Locations

3901 Fairfax Drive Suite 400, Arlington, VA 22203 • 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
Evermay Wealth Mangement, Llc Arlington VA 10/2023 Present
Sterne Kessler Goldstein & Fox P.L.L.C. Washington DC 09/2018 02/2024
Venable Llp Washington DC 06/2016 08/2018
  • 10/2023 → Present
    Evermay Wealth Mangement, Llc
    Arlington, VA
  • 09/2018 → 02/2024
    Sterne Kessler Goldstein & Fox P.L.L.C.
    Washington, DC
  • 06/2016 → 08/2018
    Venable Llp
    Washington, DC
Designations
  • Certified Financial Planner

View on SEC IAPD

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