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TP

Tony M. Pritchett

ARD ADVISORY SERVICES
DUBLIN, OH 43016
Some features on this profile are disabled
CRD#: 4594040
TP

Professional summary


Tony M Pritchett, ChFC®, CLU® is a registered financial advisor currently at ARD ADVISORY SERVICES, LLC located in Dublin, Ohio.

Tony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Tony has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 6 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 Tony M Pritchett'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®
ChFC®

Experience


Current

November 22, 2025 - Present

ARD ADVISORY SERVICES, LLC

Office #1: 7263 Sawmill Rd. Ste 150, Dublin, OH 43016
RIA
CRD#: 318653
DUBLIN, OH
Past

June 28, 2024 - December 5, 2025

WELLTH ADVISORY SERVICES, LLC

RIA
CRD#: 330537
Westerville, OH
Past

May 1, 2023 - July 5, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA
CRD#: 172011
Columbus, OH
Past

April 28, 2023 - November 24, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
WESTERVILLE, OH
Past

February 4, 2015 - May 11, 2023

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
COLUMBUS, OH
Past

April 9, 2014 - May 11, 2023

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
COLUMBUS, OH
Past

March 5, 2013 - December 31, 2013

HIGH STREET SECURITIES, INC.

BD
CRD#: 104201
HOT SPRINGS, AR
Past

April 27, 2010 - March 28, 2011

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
DUBLIN, OH
Past

April 24, 2008 - April 15, 2010

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
COLUMBUS, OH
Past

December 20, 2006 - August 1, 2008

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
DUBLIN, OH
Past

September 28, 2005 - December 20, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
DUBLIN, OH
Past

March 24, 2004 - August 26, 2004

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH
Past

January 27, 2003 - January 14, 2004

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL

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
Ohio
(11/22/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 10/18/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AA
ARD ADVISORY SERVICES, LLC
ADVANCED RETIREMENT DESIGN | IMPACT PLANNING | ARD PRIVATE CLIENT | ARD BUSINESS ADVOCATES | ARD ADVISORY SERVICES, LLC | ADVANCED RETIREMENT DESIGN, LLC.

CRD#: 318653 / SEC#:

Ohio
Registered Investment Advisory firm - (3/21/2022 Approved)
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Contact information


Main Address
7263 Sawmill Rd. Ste 150, Dublin, OH 43016
Mailing Address
Phone number
(614) 602-6506
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts186
AUM (Assets Under Management)$ 36,726,126

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


ARD ADVISORY SERVICES, LLC

CRD#: 318653Dublin, OH 43016

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