Stephen Dyer has been an investment adviser representative at Motiv8 Investments since April 2021, and is not listed among the firm’s executive officers or direct owners. Stephen Dyer holds a Degree in Finance and Economics from Augusta State University.
Motiv8 Investments LLC is a Port St Lucie, FL firm with $219M under management, 726 clients and 10 advisers across 11 offices, as of its March 2026 filing.
Stephen Dyer is Founder of Optimal Wealth Strategies, a financial and retirement planning firm in Augusta, Georgia. Dyer is an investment adviser representative of Motiv8 Investments, LLC and is fully licensed for investments as well as insurance. He previously worked in hospitality in Georgia before becoming a financial planner.
Stephen Dyer’s longest registration was 8 years at Fusion Capital, LLC (2012–2021). Before joining Motiv8 Investments in 2021, Stephen Dyer was registered through Fusion Capital, LLC.
- Motiv8 Investments LLCCurrent– present · 5 yearsAugusta, GA · Adviser representative · Firm CRD 285560
- Fusion Capital, LLC– · 8 yearsAugusta, GA · Adviser representative · Firm CRD 154726
- Fusion Capital, LLC– · under a yearMT. Pleasant, SC · Adviser representative · Firm CRD 154726
Professional designations
Listed by Motiv8 Investments
- CFP®
Investment adviser representative registrations
Stephen Dyer is registered as an investment adviser representative in Georgia, since April 2021.
- GeorgiaSince 20 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 August 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephen Glynn Dyer
- CRD
- 5978181
- Firm
- Motiv8 Investments · CRD 285560
- Office
- 3633 Wheeler Rd., Suite 210, Augusta, GA 30909
- Registration
- Investment adviser registration
- In the industry since
- May 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- optimalwealthstrategies.com
Where does Stephen Dyer work?
Stephen Dyer is an investment adviser representative registered through Motiv8 Investments LLC since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Dyer a financial advisor?
Yes. Stephen Dyer has a current investment-adviser registration in Georgia, through Motiv8 Investments since April 2021.
How many years of experience does Stephen Dyer have?
Stephen Dyer has 14 years in the financial industry, since May 2012, across 2 adviser firms.
What exams has Stephen Dyer passed?
Stephen Dyer passed the Series 65 in August 2011.
Where did Stephen Dyer work before Motiv8 Investments?
Before Motiv8 Investments, Stephen Dyer was registered through Fusion Capital, LLC, October 2012 to March 2021; Fusion Capital, LLC, September 2011 to March 2012.
Where is Stephen Dyer based?
Stephen Dyer’s registered office is in Augusta, GA.
Is Stephen Dyer registered with FINRA?
No. Stephen Dyer has no current broker registration.
Is Stephen Dyer a CFP?
Motiv8 Investments lists Stephen Dyer with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Stephen Dyer’s record?
Search CRD 5978181 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Dyer’s full registration record.