Dwayne Asay has been an investment adviser representative at Squire Investment Management since December 2018, and is not listed among the firm’s executive officers or direct owners.
Squire Investment Management Company, LLC is an Orem, UT firm with $587M under management, 587 clients and 13 advisers across 3 offices, as of its March 2026 filing.
- Squire Wealth AdvisorsCurrent– present · 7 yearsOrem, UT · Adviser representative · Firm CRD 117750
Investment adviser representative registrations
Dwayne Asay is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2018; the most recent is Texas, in January 2026.
- TexasResidentSince 28 January 2026
- UtahSince 19 December 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 August 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Dwayne Whittle Asay
- CRD
- 4752392
- Firm
- Squire Investment Management · CRD 117750
- Office
- 1329 SOUTH 800 EAST, Orem, UT 84097
- Registration
- Investment adviser registration
- In the industry since
- December 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Dwayne Asay work?
Dwayne Asay is an investment adviser representative registered through Squire Investment Management Company, LLC since December 2018, and is not listed among the firm’s executive officers or direct owners.
Is Dwayne Asay a financial advisor?
Yes. Dwayne Asay has a current investment-adviser registration in Texas and Utah, through Squire Investment Management since December 2018.
How many years of experience does Dwayne Asay have?
Dwayne Asay has 7 years in the financial industry, since December 2018, across 1 adviser firm.
What exams has Dwayne Asay passed?
Dwayne Asay passed the Series 65 in August 2018.
Where is Dwayne Asay based?
Dwayne Asay’s registered office is in Orem, UT.
Is Dwayne Asay registered with FINRA?
No. Dwayne Asay has no current broker registration.
How can I verify Dwayne Asay’s record?
Search CRD 4752392 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dwayne Asay’s full registration record.
