AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
RP

Roger T. Powers

Some features on this profile are disabled
CRD#: 2741944
RP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Roger Tyler Powers, who also goes by Roger Tyler Powers III, Ty Powers, was a registered financial professional .

Roger is a previously registered financial professional and started their career in finance in 1997. Roger had worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 87, Series 7, Series 52, Series 4, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Roger Tyler Powers Iii | Ty Powers

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 31, 2014 - May 31, 2016

HATTERAS INVESTMENT PARTNERS, LP

RIA
CRD#: 170628
RALEIGH, NC
Past

November 19, 2009 - May 31, 2016

HATTERAS CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 143365
RALEIGH, NC
Past

October 13, 2009 - December 31, 2011

HATTERAS CAPITAL INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 143805
RALEIGH, NC
Past

October 13, 2009 - July 31, 2014

HATTERAS INVESTMENT PARTNERS LLC

RIA
CRD#: 128703
RALEIGH, NC
Past

July 14, 2005 - October 29, 2007

SCOTT & STRINGFELLOW, LLC

RIA
CRD#: 6255
RICHMOND, VA
Past

July 11, 2005 - October 29, 2007

SCOTT & STRINGFELLOW, LLC

BD
CRD#: 6255
RICHMOND, VA
Past

September 21, 2001 - July 14, 2003

DEUTSCHE BANK SECURITIES INC.

RIA
CRD#: 2525
WASHINGTON, DC
Past

January 13, 2001 - July 14, 2003

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

September 1, 1997 - January 13, 2001

DB ALEX. BROWN LLC

BD
CRD#: 17790
BALTIMORE, MD
Past

January 14, 1997 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

BD
CRD#: 20

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HI
HATTERAS INVESTMENT PARTNERS, LP
HATTERAS FUND ADVISERS LLC | TAILWIND INVESTMENT PARTNERS, LP | SCOTLAND ACQUISITION LLC | HATTERAS INVESTMENT PARTNERS, LP | HATTERAS INVESTMENT PARTNERS | HATTERAS FUNDS, LP | HATTERAS FUNDS, LLC

CRD#: 170628 / SEC#: 801-79326

RIA
Registered Investment Advisory firm - (3/14/2014 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/14/2000
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 1/19/1998
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


HI
HATTERAS INVESTMENT PARTNERS, LP
HATTERAS FUND ADVISERS LLC | TAILWIND INVESTMENT PARTNERS, LP | SCOTLAND ACQUISITION LLC | HATTERAS INVESTMENT PARTNERS, LP | HATTERAS INVESTMENT PARTNERS | HATTERAS FUNDS, LP | HATTERAS FUNDS, LLC

CRD#: 170628 / SEC#: 801-79326

RIA
Registered Investment Advisory firm - (3/14/2014 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
8510 Colonnade Center Drive Suite 150, Raleigh, NC 27615
Mailing Address
Phone number
(919) 846-2324
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

HATTERAS 2025 ADV FORM 2A (3/28/2025)

Regulatory assets under management


Total Number of Accounts7
AUM (Assets Under Management)$ 187,768,848

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.

Company Information


HATTERAS INVESTMENT PARTNERS, LP

CRD#: 170628

TRUST BUT VERIFY

Monitor Roger Powers

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics