TB
Ty W. Bilderback
SOLITUDE FINANCIAL SERVICES
CHARLOTTESVILLE, VA 22902
Some features on this profile are disabled
CRD#: 3113353
TB
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.
I*108142 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, IN INVESTMENT RELATED: Y ADDRESS OF BUSINESS: WASHINGTON DC, DISTRICT OF COLUMBIA 20005 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: OTHER, VOLUNTEER START DATE OF RELATIONSHIP: 10/24/2017 NUMBER OF HOURS DEVOTED: 60 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 24 DUTIES: VOLUNTEER POSITION TO REVIEW POTENTIAL VIOLATIONS FOR THE CFP BOARD'S DISCIPLINARY AND ETHICS COMISSION. HEARING PANEL VOLUNTEERS ASSIST THE DISCIPLINARY AND ETHICS COMISSION BY PARTICIPATING ON HEARING PANELS THAT REVIEW SPECIFIC CASES.
CRS (Client Relationship Summary) - RIA
Click below to view Ty W Bilderback'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®
Experience
Current
August 7, 2024 - Present
SOLITUDE FINANCIAL SERVICES, INC.
Office #1: 236 East High Street, Charlottesville, VA 22902RIA
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
BD
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
BD
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".
SF
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)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)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
SF
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
7
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 668 |
| AUM (Assets Under Management) | $ 283,963,291 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/29/2024 | ||
| 10/24/2023 | ||
| 01/19/2023 |
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
SOLITUDE FINANCIAL SERVICES, INC.
CRD#: 150348Charlottesville, VA 22902TRUST BUT VERIFY
Monitor Ty Bilderback
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
