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TB

Ty R. Buckelew

ARROWPOINT ASSET ADVISORS
HUDSON, NY
Some features on this profile are disabled
CRD#: 2827072
TB

Professional summary

Ty Richard Buckelew is a registered financial advisor currently at ARROWPOINT ASSET ADVISORS, LLC located in Hudson, New York.

Ty is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Ty has worked at 4 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Ty Richard Buckelew's CRS (Customer Relationship Summary).

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

Current

February 25, 2026 - Present

ARROWPOINT ASSET ADVISORS, LLC

RIA
CRD#: 337923
HUDSON, NY
Past

June 22, 2023 - December 31, 2025

WATTS CAPITAL PARTNERS LLC

RIA
CRD#: 149049
NEW YORK, NY
Past

January 30, 2018 - December 31, 2022

WATTS CAPITAL PARTNERS LLC

RIA
CRD#: 149049
NEW YORK, NY
Past

November 13, 2013 - October 7, 2017

EDWARD JONES

RIA
CRD#: 250
NEW YORK, NY
Past

October 21, 2013 - October 7, 2017

EDWARD JONES

BD
CRD#: 250
NEW YORK, NY
Past

April 7, 1997 - June 7, 1999

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(2/25/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/8/2013
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 4/21/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/27/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/7/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/21/2013
General Securities Representative Examination

Current Firm

AA
ARROWPOINT ASSET ADVISORS, LLC
ARROWPOINT ASSET ADVISORS, LLC

CRD#: 337923 / SEC#:

New York
Registered Investment Advisory firm - (2/25/2026 Approved)
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Contact information

Main Address
Hudson, NY
Mailing Address
Phone number
(917) 239-4533
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

ARROWPOINT ASSET ADVISORS, LLC

CRD#: 337923Hudson, NY

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