Hunter H. Irby

TWIN RIVERS ADVISORS

BLACKSTONE, VA 23824

Some features on this profile are disabled

CRD#: 2963173

Professional summary

Hunter H Irby is a registered financial advisor currently at TWIN RIVERS ADVISORS, LLC located in Blackstone, Virginia.

Hunter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Hunter has worked at 5 firms and has passed the Series 65, Series 63, Series 3, SIE, Series 55, Series 7 and Series 24 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.

Mr. Irby is a Manager of a family farm rental property. Mr. Irby estimates he spends less than 1 hour per month on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hunter H Irby'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

March 24, 2022 - Present

TWIN RIVERS ADVISORS, LLC

Office #1: 101 E Broad Street, Blackstone, VA 23824

RIA

CRD#: 310916

BLACKSTONE, VA

Past

November 29, 2016 - August 14, 2020

TONE CAPITAL, LLC

RIA

CRD#: 285622

RICHMOND, VA

Past

January 2, 2013 - October 14, 2016

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

May 5, 1999 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

CRD#: 6255

RICHMOND, VA

Past

February 11, 1999 - May 5, 1999

SCOTT & STRINGFELLOW, INC.

CRD#: 3309

RICHMOND, VA

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

Virginia
(3/24/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/11/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/17/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 8/12/2023

National Commodity Futures Examination

General Industry/Product Exam

SIE

Date: 10/14/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 11/1/2001

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 2/10/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/7/2013

General Securities Principal Examination

Current Firm

TWIN RIVERS ADVISORS, LLC

HHI INVESTMENTS, LLC | TWIN RIVERS TRADING AND INVESTMENT GROUP | TWIN RIVERS ADVISORS, LLC

CRD#: 310916 / SEC#:

Virginia

Registered Investment Advisory firm - (3/24/2022 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

101 E Broad Street, Blackstone, VA 23824

Mailing Address

Phone number

(434) 264-3006

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	19
AUM (Assets Under Management)	$ 13,155,450

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.

Similar Advisors

Matthew Stewart

FORESTVIEW FINANCIAL PARTNERS, LLC

IAR

Delaware, OH

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Anita Srivastava

MORGAN STANLEY

IAR

Paramus, NJ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Hunter H. Irby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hunter H Irby's CRS (Customer Relationship Summary).

Certified licenses

Experience

TONE CAPITAL, LLC

BB&T SECURITIES, LLC

SCOTT & STRINGFELLOW, LLC

SCOTT & STRINGFELLOW, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/11/2016

Series 63

Date: 2/17/1999

Series 3

Date: 8/12/2023

SIE

Date: 10/14/2016

Series 55

Date: 11/1/2001

Series 7

Date: 2/10/1999

Series 24

Date: 6/7/2013

Current Firm

TWIN RIVERS ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TWIN RIVERS ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors