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Clayton Bryant Moyer

Avidian Wealth Solutions

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About Clayton Bryant Moyer

Clayton Bryant Moyer is an Investment Advisor Representative with Avidian Wealth Solutions and has been in the industry since January 2008. Clayton Bryant Moyer is registered with the state of Texas and is an active Investment Advisor Representative. Clayton Bryant Moyer has a Series 65 license and holds the Certified Financial Planner designation. Clayton Bryant Moyer specializes in providing financial planning and investment management services to individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, pension and profit-sharing plans and pooled investment vehicles. Clayton Bryant Moyer has experience working with FCA CORP and Avidian Wealth Solutions.

Firm Information

Clayton Moyer is currently registered with Avidian Wealth Solutions. Avidian Wealth Solutions is a Houston, TX-based registered investment advisor with $3.11 billion in regulatory assets under management. The firm offers a range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Avidian Wealth Solutions primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm also participates in wrap fee programs.
Avidian Wealth Solutions

800 TOWN & COUNTRY BLVD

HOUSTON, TX 77024

$3.11B

Assets Under Management

1,831

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Mgmt of pooled investment vehicles

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Clayton Moyer’s Registration & Firm History

TX

10/01/2021 - Present

Avidian Wealth Solutions (HOUSTON TX)

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Licenses & Designations

IA

Issued 07/23/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clayton Bryant Moyer.
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