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RIA / WealthAdvisorCertified Financial Planner29 years in industry

PHILLIP ANDREW DYER

Advisor at DYER FINANCIAL ADVISORY

TOWSON, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8102da7c-558d-5dca-f052-9d06b4e3cd39

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DYER FINANCIAL ADVISORY
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 26, 1996earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S65
First exam: Nov 26, 1996
First registration: Jan 1, 2001
Dual registered: no
Other names: PHIL DYER
IAPD individual key: 2832552

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DYER FINANCIAL ADVISORY	State registered	Nov 4, 2002	n/a	yes	TOWSON, MD	Current employment
WMS PARTNERS, LLC	Former SEC adviser	Jan 1, 2001	Mar 14, 2003	no	BALTIMORE, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WMS PARTNERS, LLC	DYER FINANCIAL ADVISORY	Mar 14, 2003	Nov 4, 2002	-130	Firm change after gap	Other

Relationships

Registered with (2)

→ DYER FINANCIAL ADVISORYRegistered adviserregistration: current employment
Nov 4, 2002 to presentfactForm ADV
→ WMS PARTNERS, LLCRegistered adviserregistration: previous registration
Jan 1, 2001 to Mar 14, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8102da7c-558d-5dca-f052-9d06b4e3cd39
First observed: Jan 1, 2001
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PHILLIP ANDREW DYER

Advisor at DYER FINANCIAL ADVISORY

TOWSON, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8102da7c-558d-5dca-f052-9d06b4e3cd39

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:20 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

DYER FINANCIAL ADVISORY

State registered

Nov 4, 2002

n/a

yes

TOWSON, MD

Current employment

WMS PARTNERS, LLC

Former SEC adviser

Jan 1, 2001

Mar 14, 2003

BALTIMORE, MD

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WMS PARTNERS, LLC

DYER FINANCIAL ADVISORY

Mar 14, 2003

Nov 4, 2002

-130

Firm change after gap

Other