TC
Tyler V. Curtis
SNIDER ADVISORS
Irving, TX 75062
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CRD#: 5369644
TC
Professional summary
Tyler Vincent Curtis is a registered financial advisor currently at SNIDER ADVISORS located in Irving, Texas.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Tyler has worked at 1 firm and has passed the Series 65 exam.
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.
1.) TRACK YOUR DIVIDENDS; INVESTMENT RELATED; 100 DECKER STREET, SUITE 120, IRVING, TX 75062; CORPORATION; OWNER; SINCE 1/25/21; APPROXIMATELY 10 HOURS PER MONTH; OPERATIONS, MARKETING, AND DEVELOPMENT WORK. 2.) OPTIONDASH; INVESTMENT RELATED; 100 DECKER STREET, SUITE 120, IRVING, TX 75062; CORPORATION; OWNER; SINCE 1/21/21; APPROXIMATELY 10 HOURS PER MONTH; OPERATIONS, MARKETING, AND DEVELOPMENT WORK. 3.) CHARTLOG; INVESTMENT RELATED; 100 DECKER STREET, SUITE 120, IRVING, TX 75062; CORPORATION; OWNER; SINCE 7/18/22; APPROXIMATELY 10 HOURS PER MONTH; OPERATIONS, MARKETING, AND DEVELOPMENT WORK. 4.) TRACKMYSUBS; INVESTMENT RELATED; 100 DECKER STREET, SUITE 120, IRVING, TX 75062; CORPORATION; OWNER; SINCE 3/1/22; APPROXIMATELY 10 HOURS PER MONTH; OPERATIONS, MARKETING, AND DEVELOPMENT WORK.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Vincent Curtis'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®
NoneExperience
Current
July 2, 2007 - Present
SNIDER ADVISORS
Office #1: 100 Decker Court Suite 120, Irving, TX 75062RIA
CRD#: 120943
Irving, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SNIDER ADVISORS
CHRISILIS | SNIDER ADVISORS | D/B/A CHRONIM ADVISORS | CHRONIM INVESTMENTS INC. | CHRONIM ADVISORS
CRD#: 120943 / SEC#: 801-110026
RIA
Registered Investment Advisory firm - (2/27/2017 Approved)Arizona
Registered Investment Advisory firm - (3/7/2017 Terminated)Arkansas
Registered Investment Advisory firm - (3/7/2017 Terminated)California
Registered Investment Advisory firm - (4/6/2017 Terminated)Colorado
Registered Investment Advisory firm - (12/8/2014 Terminated)Florida
Registered Investment Advisory firm - (3/7/2017 Terminated)Georgia
Registered Investment Advisory firm - (3/15/2017 Terminated)Louisiana
Registered Investment Advisory firm - (3/8/2017 Terminated)Nevada
Registered Investment Advisory firm - (4/6/2017 Terminated)New Hampshire
Registered Investment Advisory firm - (12/26/2014 Terminated)Oklahoma
Registered Investment Advisory firm - (3/7/2017 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/9/2017 Terminated)South Carolina
Registered Investment Advisory firm - (3/7/2017 Terminated)Tennessee
Registered Investment Advisory firm - (3/7/2017 Terminated)Texas
Registered Investment Advisory firm - (3/7/2017 Terminated)Utah
Registered Investment Advisory firm - (3/7/2017 Terminated)Washington
Registered Investment Advisory firm - (3/14/2017 Terminated)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
Texas(7/2/2007)
Current Firm
SA
SNIDER ADVISORS
CHRISILIS | SNIDER ADVISORS | D/B/A CHRONIM ADVISORS | CHRONIM INVESTMENTS INC. | CHRONIM ADVISORS
CRD#: 120943 / SEC#: 801-110026
RIA
Registered Investment Advisory firm - (2/27/2017 Approved)Arizona
Registered Investment Advisory firm - (3/7/2017 Terminated)Arkansas
Registered Investment Advisory firm - (3/7/2017 Terminated)California
Registered Investment Advisory firm - (4/6/2017 Terminated)Colorado
Registered Investment Advisory firm - (12/8/2014 Terminated)Florida
Registered Investment Advisory firm - (3/7/2017 Terminated)Georgia
Registered Investment Advisory firm - (3/15/2017 Terminated)Louisiana
Registered Investment Advisory firm - (3/8/2017 Terminated)Nevada
Registered Investment Advisory firm - (4/6/2017 Terminated)New Hampshire
Registered Investment Advisory firm - (12/26/2014 Terminated)Oklahoma
Registered Investment Advisory firm - (3/7/2017 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/9/2017 Terminated)South Carolina
Registered Investment Advisory firm - (3/7/2017 Terminated)Tennessee
Registered Investment Advisory firm - (3/7/2017 Terminated)Texas
Registered Investment Advisory firm - (3/7/2017 Terminated)Utah
Registered Investment Advisory firm - (3/7/2017 Terminated)Washington
Registered Investment Advisory firm - (3/14/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Decker Court Suite 120, Irving, TX 75062
Mailing Address
Phone number
(214) 220-0055
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 506 |
| AUM (Assets Under Management) | $ 216,131,162 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
