Cortney R. Giles

ARCHSTONE WEALTH ADVISORS

Chandler, AZ 85224

Some features on this profile are disabled

CRD#: 4854144

Professional summary

Cortney Ryan Giles, CFP®, who also goes by Cort Ryan Giles, is a registered financial advisor currently at ARCHSTONE WEALTH ADVISORS, LLC located in Chandler, Arizona.

Cortney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Cortney has worked at 7 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Biography

We help clients connect their life and their wealth.

Question & Answer

What are your service offerings?

Insurance Planning

Tax Planning

Retirement Planning

Estate Planning

Comprehensive Financial Planni...

Investment Planning

Do you have an area of expertise or specialization?

Baby Boomers

Cash Flow/Budgets/Credit Issue...

Federal Employees

Generation X

Investment Advice with Ongoing...

Middle Income Client Needs

Are you a "fiduciary"?

Yes

Aliases

Cort Ryan Giles

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.

Name of Business: SincDesk, not investment related, 2390 N Alma School Rd #115 Chandler, AZ 85224, Business will be a SaaS and offered to Financial Advisors and tax firms. It's designed to be an all-in-one business management solution, Position/Title: Owner, Start date: 2/16/2022, Approx 4 hours / month, 0 hours expected during securities trading hours, Duties to generally include: Develop/set up the software, sell the software, and help answer questions about the setup and function of the software to Financial Advisors and tax firms.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cortney Ryan Giles'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

October 2, 2019 - Present

ARCHSTONE WEALTH ADVISORS, LLC

Office #1: 2390 N Alma School Rd. Suite 115, Chandler, AZ 85224

RIA

CRD#: 299238

Chandler, AZ

Past

September 26, 2014 - August 13, 2019

RETIREMENT PLANNERS OF AMERICA

RIA

CRD#: 157222

SCOTTSDALE, AZ

Past

March 26, 2014 - October 3, 2014

PIVOT FINANCIAL, LLC

RIA

CRD#: 170065

CHANDLER, AZ

Past

June 21, 2013 - April 17, 2014

INDEX STRATEGY ADVISORS INC.

RIA

CRD#: 154967

LOS ANGELES, CA

Past

March 20, 2013 - June 6, 2013

PFS INVESTMENTS INC.

CRD#: 10111

TEMPE, AZ

Past

June 21, 2006 - July 25, 2011

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

MESA, AZ

Past

December 5, 2005 - March 7, 2006

AMERICAN FAMILY SECURITIES, LLC

CRD#: 104433

MADISON, WI

Past

October 11, 2004 - August 8, 2005

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

WESTLAKE VILLAGE, CA

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

Arizona
(10/2/2019)

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

State Security Law Exam

IAR

Series 65

Date: 6/4/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/16/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/8/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 8/4/2006

Investment Company Products/Variable Contracts Principal Examination

Current Firm

ARCHSTONE WEALTH ADVISORS, LLC

ARCHSTONE WEALTH ADVISORS | ARCHSTONE WEALTH ADVISORS, LLC

CRD#: 299238 / SEC#:

Arizona

Registered Investment Advisory firm - (10/2/2019 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2390 N Alma School Rd. Suite 115, Chandler, AZ 85224

Mailing Address

Phone number

(480) 605-1999

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	55
AUM (Assets Under Management)	$ 10,380,051

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Joseph Di Vito

RBC CAPITAL MARKETS, LLC

IAR

Scottsdale, AZ

Luke Kacer

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Tucson, AZ

Derek Jackson

PFS INVESTMENTS INC.

Phoenix, AZ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Cortney R. Giles

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cortney Ryan Giles's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT PLANNERS OF AMERICA

PIVOT FINANCIAL, LLC

INDEX STRATEGY ADVISORS INC.

PFS INVESTMENTS INC.

FARMERS FINANCIAL SOLUTIONS, LLC

AMERICAN FAMILY SECURITIES, LLC

FARMERS FINANCIAL SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/4/2013

Series 63

Date: 11/16/2004

Series 6

Date: 10/8/2004

Series 26

Date: 8/4/2006

Current Firm

ARCHSTONE WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ARCHSTONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors