Philip Laurie Beytell
Professional Summary
Philip Laurie Beytell is a registered financial advisor currently at GREEN VISTA ASSET MANAGEMENT LLC located in Winter Park, Florida and GREEN VISTA CAPITAL, LLC located in Winter Park, Florida. Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Philip has worked at 9 firms and has passed the Series 63, Series 65, Series 82TO, Series 99TO, SIE, Series 7, Series 6, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
GREEN VISTA ASSET MANAGEMENT LLC
Contact Information
Main Address
222 N. Park Avenue, Winter Park, FL 32789Phone Number
(407) 878-1215# of Employees
7Documents
Regulatory Assets Under Management
Total Number of Accounts
75AUM (Assets Under Management)
$16,206,841Similar Advisors
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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.
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State Registrations and Notice Filings
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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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Sep 2026About the Series 82TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2005About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed May 2007About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Philip Laurie Beytell's CRS (Customer Relationship Summary).
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