Matthew Alan Moyzis
Investment Adviser Representative at Cornerstone Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Alan Moyzis is an investment adviser representative with Cornerstone Wealth in Huntersville, NC, where they have been registered since 2023. They have worked in the securities industry since 2008 and have been registered with 10 firms, including Gratus Capital, LLC and Vanguard Advisers, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 17
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mass Mutual Life Insurance CompanyApr 2016 – Jun 2017Charlotte, NC
- MML Investors Services, LLCApr 2016 – Jun 2017Charlotte, NC
- The Vanguard Group, Inc.Jun 2017 – Jul 2022Charlotte, NC
- Gratus Capital, LLCJul 2022 – no end date reportedAtlanta, GA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cornerstone Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- First tier1.25%
- Second tier1.10%
- Third tier0.95%
- Fourth tier0.85%
+7 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 30
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Huntersville, NC
- SEC file number:
- 801-112164
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 3, 2026
View full firm profileOther advisors at Cornerstone Wealth
Showing 12 of 30 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Alan Moyzis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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