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Tehrrek Lee Fitzpatrick

TIP GROUP
HOUSTON, TX
·CRD# 4795609·21 years experience

Professional Summary

Tehrrek Lee Fitzpatrick, who also goes by Tehrrek L Fitzpatrick, is a registered financial advisor currently at TIP GROUP LLC located in Houston, Texas. Tehrrek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Tehrrek has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tehrrek L Fitzpatrick

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

21 years in the financial services industry

Current & Past Employments

TIP GROUP LLC·CRD# 322053
RIA
1800 W. Loop S Suite 1800, Houston, TX 77027
September 6, 2022 - Present
ON INVESTMENT MANAGEMENT CO·CRD# 105662
RIA
Houston, TX
October 28, 2020 - June 15, 2022
THE O.N. EQUITY SALES COMPANY·CRD# 2936
BD
Houston, TX
June 24, 2016 - June 15, 2022
OSAIC SERVICES, INC.·CRD# 133763
BD
Houston, TX
May 14, 2015 - January 13, 2016
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Los Angeles, CA
November 15, 2012 - April 2, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Los Angeles, CA
July 12, 2005 - October 1, 2012

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Current Firm

TG
TIP GROUP LLC

PROVESTOR LLC | TIP GROUP LLC

CRD#: 322053
Florida
Registered Investment Advisory firm - Florida (1/28/2026 Approved)
Indiana
Registered Investment Advisory firm - Indiana (10/1/2025 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (4/23/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (9/6/2022 Approved)

Contact Information

Main Address

1800 W. Loop S Suite 1800, Houston, TX 77027

Phone Number

(713) 969-4500

# of Employees

12

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

773

AUM (Assets Under Management)

$59,040,071

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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.

1) NAME: The Fitzptrick Group LLC INV REL: No ADD: 1800 West Loop South, Suite 1800, Houston TX 77027 NATURE: S-CORP for the purposes of employing staff POSITION: CEO; START DATE:03/2016 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 160. Tehhrek Fitzpatrick is the owner of IP Publishing. Tehhrek Fitzpatrick is the owner of Balls and Strikes: Rules of the Game Regarding Your 401(k). Tehhrek Fitzpartick is the owner of The Ideal Portfolio LLC. Tehrrek Fitzpatrick is a partial owner and board member of Pitch 59, a start-up technology company specializing in virtual marketing. Not Investment Related. Start Date: 2022-10-24; 688 Oak Lane Provo Utah 84604 ; Hour/Month: 2 outside of trading hours.

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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.
IAR
Florida
(1/28/2026)
IAR
Texas
(9/6/2022)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2019About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 2005About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jul 2005About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Tehrrek Lee Fitzpatrick's CRS (Customer Relationship Summary).

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