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Chief Wealth Strategist · EQV Advisory, LLC

Lawrence A. Moye

CRD 8149403 · Named on Form ADV at one SEC-registered adviser

At a glance

EQV Advisory, LLC, an SEC-registered wealth manager based in Raleigh, NC with $107 million in regulatory assets, lists Lawrence A. Moye on its Form ADV as Chief Wealth Strategist, a control person.

Firms and roles

  • EQV Advisory, LLCChief Wealth StrategistWealth manager · Raleigh, NC · $107M in regulatory assets

AtlasMembers

Lawrence’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lawrence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.