Wayne Ferbert has been an investment adviser representative at Reyes Financial Architecture since April 2026, and is not listed among the firm’s executive officers or direct owners.
Reyes Financial Architecture Inc. is a San Diego, CA firm with $196M under management, 170 clients and 4 advisers in one office, as of its March 2026 filing.
Wayne Ferbert is Portfolio Risk Manager and Investment Committee Member of Reyes Financial Architecture. He has over 30 years of experience in the financial services industry. He is the founder of Alpha DNA Investment Management and co-founded ZEGA Financial, and he spent a decade with TD Ameritrade, where he served on the Senior Operating Committee.
Wayne Ferbert’s longest registration is the current one, 9 years at Alpha Dna Investment Management since 2017. Before joining Reyes Financial Architecture in 2026, Wayne Ferbert was registered through Zega Financial, LLC.
- – present · under a yearColumbia, MD · Adviser representative · Firm CRD 153194
- Alpha Dna Investment ManagementAlso current– present · 9 yearsColumbia, MD · Adviser representative · Firm CRD 288198
- Zega Financial, LLC– · 9 yearsColumbia, MD · Adviser representative · Firm CRD 156803
Investment adviser representative registrations
Wayne Ferbert is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2017; the most recent is Texas, in January 2018.
- MarylandSince 4 May 2017
- TexasResidentSince 4 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 April 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Wayne Patrick Ferbert
- CRD
- 4520127
- Firm
- Reyes Financial Architecture · CRD 153194
- Office
- 8860 Columbia 100 Parkway, Suite 301, Columbia, MD 21045
- Registration
- Investment adviser registration
- In the industry since
- June 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- reyesplan.com
Where does Wayne Ferbert work?
Wayne Ferbert is an investment adviser representative registered through Reyes Financial Architecture Inc. since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Wayne Ferbert a financial advisor?
Yes. Wayne Ferbert has a current investment-adviser registration in Maryland and Texas, through Reyes Financial Architecture since April 2026.
How many years of experience does Wayne Ferbert have?
Wayne Ferbert has 15 years in the financial industry, since June 2011, across 3 adviser firms.
What exams has Wayne Ferbert passed?
Wayne Ferbert passed the Series 65 in April 2011.
Where did Wayne Ferbert work before Reyes Financial Architecture?
Before Reyes Financial Architecture, Wayne Ferbert was registered through Zega Financial, LLC, June 2011 to July 2020.
Where is Wayne Ferbert based?
Wayne Ferbert’s registered office is in Columbia, MD.
Is Wayne Ferbert registered with FINRA?
No. Wayne Ferbert has no current broker registration.
How can I verify Wayne Ferbert’s record?
Search CRD 4520127 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wayne Ferbert’s full registration record.
