Philip L. Beytell

GREEN VISTA ASSET MANAGEMENT

Winter Park, FL 32789

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CRD#: 4828145

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 8 firms and has passed the Series 63, Series 65, Series 99TO, SIE, Series 7, Series 6, Series 14, Series 27, Series 24 and Series 26 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 Philip Laurie Beytell'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 16, 2021 - Present

GREEN VISTA ASSET MANAGEMENT LLC

Office #1: 222 N. Park Avenue, Winter Park, FL 32789

RIA

CRD#: 296855

Winter Park, FL

Current

January 9, 2019 - Present

GREEN VISTA CAPITAL, LLC

Office #1: 222 N. Park Avenue, Winter Park, FL 32789

CRD#: 293630

Winter Park, FL

Current

February 12, 2026 - Present

COPLEY ALTERNATIVE INVESTMENTS INC.

Office #1: 2650 Camino Del Rio N. S-350, San Diego, CA 92108

CRD#: 336405

SAN DIEGO, CA

Current

March 6, 2026 - Present

KINDLING MBD LLC

Office #1: 1954 Airport Rd Suite 101, Chamblee, GA 30341-4967

CRD#: 17486

ORLANDO, FL

Past

February 14, 2007 - June 7, 2007

WORLD GROUP SECURITIES, INC.

CRD#: 114473

LAKELAND, FL

Past

August 18, 2005 - December 31, 2006

WORLD GROUP SECURITIES, INC.

CRD#: 114473

DULUTH, GA

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.

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

Alabama
(3/9/2021)

Alaska
(3/9/2021)

Arizona
(3/9/2021)

Arkansas
(3/9/2021)

California
(3/9/2021)

Colorado
(3/9/2021)

Connecticut
(3/9/2021)

Delaware
(3/9/2021)

District of Columbia
(3/9/2021)

Florida
(1/9/2019)

IAR

Florida
(3/16/2021)

Georgia
(3/9/2021)

Hawaii
(8/22/2023)

Idaho
(3/9/2021)

Illinois
(3/9/2021)

Indiana
(3/9/2021)

Iowa
(3/9/2021)

Kansas
(3/9/2021)

Kentucky
(3/9/2021)

Louisiana
(3/9/2021)

Maine
(7/5/2023)

Maryland
(3/9/2021)

Massachusetts
(3/9/2021)

Michigan
(3/9/2021)

Minnesota
(3/9/2021)

Mississippi
(5/31/2023)

Missouri
(3/9/2021)

Montana
(6/5/2023)

Nebraska
(3/9/2021)

Nevada
(3/9/2021)

New Hampshire
(3/9/2021)

New Jersey
(3/9/2021)

New Mexico
(3/9/2021)

New York
(10/17/2019)

North Carolina
(3/9/2021)

North Dakota
(3/9/2021)

Ohio
(3/9/2021)

Oklahoma
(3/9/2021)

Oregon
(3/9/2021)

Pennsylvania
(3/9/2021)

Rhode Island
(5/31/2023)

South Carolina
(3/9/2021)

South Dakota
(3/9/2021)

Tennessee
(3/9/2021)

Texas
(10/17/2019)

Utah
(6/21/2023)

Vermont
(3/9/2021)

Virginia
(3/9/2021)

Washington
(3/9/2021)

West Virginia
(7/7/2023)

Wisconsin
(3/9/2021)

Wyoming
(6/27/2023)

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

State Security Law Exam

Series 63

FINRA

Current Firm

GREEN VISTA ASSET MANAGEMENT LLC

CRD#: 296855 / SEC#: 801-113691

RIA

Registered Investment Advisory firm - (5/9/2019 Terminated)

California

Registered Investment Advisory firm - (9/11/2023 Approved)

Florida

Registered Investment Advisory firm - (4/3/2019 Approved)

Indiana

Registered Investment Advisory firm - (4/2/2025 Approved)

Louisiana

Registered Investment Advisory firm - (6/12/2023 Approved)

Ohio

Registered Investment Advisory firm - (8/27/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (5/8/2019 Approved)

Texas

Registered Investment Advisory firm - (4/19/2021 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

222 N. Park Avenue, Winter Park, FL 32789

Mailing Address

Phone number

(407) 878-1215

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	75
AUM (Assets Under Management)	$ 16,206,841

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.

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Firm Stability Insights

Philip L. Beytell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Laurie Beytell's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREEN VISTA ASSET MANAGEMENT LLC

GREEN VISTA CAPITAL, LLC

COPLEY ALTERNATIVE INVESTMENTS INC.

KINDLING MBD LLC

G. A. REPPLE & COMPANY

G. A. REPPLE & COMPANY

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

G. A. REPPLE & COMPANY

G. A. REPPLE & COMPANY

WORLD GROUP SECURITIES, INC.

WORLD GROUP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/9/2013

Series 65

Date: 3/1/2012

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/26/2012

Series 6

Date: 8/17/2005

Series 14

Date: 1/2/2023

Series 27

Date: 2/10/2014

Series 24

Date: 9/16/2013

Series 26

Date: 5/11/2007

FINRA

Current Firm

GREEN VISTA ASSET MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREEN VISTA ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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