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TH

Troy F. Hartzell

EVOLUTION CAPITAL ADVISORS
SEATTLE, WA 98101
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CRD#: 4436349
TH

Professional summary


Troy Francis Hartzell, who also goes by Troy Francis Hartzell Mr., is a registered financial professional currently at EVOLUTION CAPITAL ADVISORS, LLC located in Seattle, Washington.

Troy is registered as a RR (Registered Representative) and started their career in finance in 2002. Troy has worked at 2 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Troy Francis Hartzell Mr.

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) - BD


Click below to view Troy Francis Hartzell'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 28, 2006 - Present

EVOLUTION CAPITAL ADVISORS, LLC

Office #1: 1201 3rd Ave Ste 2200, Seattle, WA 98101
BD
CRD#: 137738
SEATTLE, WA
Past

January 24, 2002 - May 5, 2005

CASCADIA CAPITAL, LLC

BD
CRD#: 101020
SEATTLE, WA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(3/29/2006)
RR
Colorado
(4/17/2006)
RR
Massachusetts
(4/13/2006)
RR
New York
(4/27/2006)
RR
Oregon
(3/29/2006)
RR
Washington
(3/28/2006)

Exams


State Security Law Exam
RR
Series 63
Date: 4/8/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


EC
EVOLUTION CAPITAL ADVISORS, LLC
EVOLUTION CAPITAL ADVISORS, LLC

CRD#: 137738 / SEC#: , 8-67110

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
1201 3rd Ave Ste 2200, Seattle, WA 98101
Mailing Address
1201 3rd Ave Ste 2200, Seattle, WA 98101
Phone number
(206) 617-9107
Established
Washington since 09/14/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
HARTZELL, TROY FRANCISPRESIDENT & CHIEF COMPLIANCE OFFICER4436349
VAN ALSTYNE, KIRK ROBERT MRMANAGING PARTNER & FIN-OP4294842

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


EVOLUTION CAPITAL ADVISORS, LLC

CRD#: 137738Seattle, WA 98101

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