Neil L. Vanzandt
Professional summary
Neil Lycurgus Vanzandt, CFP®, who also goes by Cornelius Lycurgus Van Zandt, is a registered financial advisor currently at OVERRIDGE WEALTH ADVISORS located in Fort Worth, Texas.
Neil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Neil has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Neil Lycurgus Vanzandt's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1987
Experience
March 23, 2026 - Present
OVERRIDGE WEALTH ADVISORS
April 27, 2015 - January 8, 2024
SECURITIES AMERICA ADVISORS, INC.
April 27, 2015 - January 8, 2024
SECURITIES AMERICA, INC.
June 23, 2011 - April 27, 2015
WFG ADVISORS, LP
June 23, 2011 - April 27, 2015
WFG INVESTMENTS, INC.
April 13, 1993 - June 30, 2011
TRANSAMERICA FINANCIAL ADVISORS, LLC
April 12, 1993 - June 30, 2011
TRANSAMERICA FINANCIAL ADVISORS, LLC
February 24, 1984 - September 26, 1986
TEXAS SECURITIES, INC.
Primary Firm SEC Registration
OVERRIDGE WEALTH ADVISORS
CRD#: 115009 / SEC#: 801-62355
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/23/2026)
Exams
Current Firm
OVERRIDGE WEALTH ADVISORS
CRD#: 115009 / SEC#: 801-62355
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 396 |
| AUM (Assets Under Management) | $ 238,178,154 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
