Ty W. Bilderback

SOLITUDE FINANCIAL SERVICES

CHARLOTTESVILLE, VA 22902

Some features on this profile are disabled

CRD#: 3113353

Professional summary

Ty W Bilderback, CFP®, who also goes by Ty W Bilderback, Ty Wilson Bilderback, is a registered financial advisor currently at SOLITUDE FINANCIAL SERVICES, INC. located in Charlottesville, Virginia.

Ty is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Ty has worked at 3 firms and has passed the Series 66, SIE, Series 3, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ty W Bilderback | Ty Wilson Bilderback

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 W Bilderback's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

August 7, 2024 - Present

SOLITUDE FINANCIAL SERVICES, INC.

Office #1: 236 East High Street, Charlottesville, VA 22902

RIA

CRD#: 150348

CHARLOTTESVILLE, VA

Past

March 15, 2023 - October 9, 2023

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Raleigh, NC

Past

March 15, 2023 - October 9, 2023

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

December 2, 1998 - August 18, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

RALEIGH, NC

Past

October 15, 1998 - August 18, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

RALEIGH, NC

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".

SOLITUDE FINANCIAL SERVICES, INC.

GENE MICHAEL KOWALSKI | SOLITUDE FINANCIAL SERVICES, INC. | SOLITUDE FINANCIAL SERVICES | KOWALSKI CONSULTING

CRD#: 150348 / SEC#: 801-117235

RIA

Registered Investment Advisory firm - (8/23/2019 Approved)

Florida

Registered Investment Advisory firm - (11/8/2019 Terminated)

Texas

Registered Investment Advisory firm - (11/8/2019 Terminated)

Virginia

Registered Investment Advisory firm - (11/8/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(8/7/2024)

IAR

Virginia
(8/7/2024)

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 66

Date: 11/5/1998

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 10/29/2013

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 10/5/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 2/2/2009

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/12/2009

General Securities Sales Supervisor - Options Module Examination

Current Firm

SOLITUDE FINANCIAL SERVICES, INC.

GENE MICHAEL KOWALSKI | SOLITUDE FINANCIAL SERVICES, INC. | SOLITUDE FINANCIAL SERVICES | KOWALSKI CONSULTING

CRD#: 150348 / SEC#: 801-117235

RIA

Registered Investment Advisory firm - (8/23/2019 Approved)

Florida

Registered Investment Advisory firm - (11/8/2019 Terminated)

Texas

Registered Investment Advisory firm - (11/8/2019 Terminated)

Virginia

Registered Investment Advisory firm - (11/8/2019 Terminated)

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

236 East High Street, Charlottesville, VA 22902

Mailing Address

Phone number

(434) 218-2201

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/4/2026)

Regulatory assets under management

Total Number of Accounts	787
AUM (Assets Under Management)	$ 363,512,536

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2026	Cover Page	Report
07/29/2024	Cover Page	Report
10/24/2023	Cover Page	Report

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

Jeremy Clark

PFS INVESTMENTS INC.

IAR

Springfield, MO

Nilay Barefield

CETERA INVESTMENT ADVISERS LLC

IAR

San Diego, CA

Lorenzo Lucas

J.P. MORGAN SECURITIES LLC

La Jolla, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ty W. Bilderback

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ty W Bilderback's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SOLITUDE FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/5/1998

SIE

Date: 10/1/2018

Series 3

Date: 10/29/2013

Series 7

Date: 10/5/1998

Series 10

Date: 2/2/2009

Series 9

Date: 1/12/2009

Current Firm

SOLITUDE FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SOLITUDE FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

Similar Advisors