Terry G Moyers
Investment adviser representative at Syntegra Private Wealth Group LLC
15 yearsExperience
3 statesRegistered in
$1.4BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Private Client ServicesFeb 2026 to now
- Syntegra Private Wealth Group LLCOct 2022 to now
- Osaic Wealth, Inc.Jun 2024 to Feb 2026
- Securities America, Inc.Jan 2019 to Jun 2024
- Arbor Point AdvisorsJan 2019 to Dec 2022
- Ameriprise Financial Services, Inc.Nov 2011 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (CO, MO, TX).
Syntegra Private Wealth Group LLC
$1.4BAssets managed
2,125Clients
12Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5996105
- Firm CRD
- 323180