TS
Todd T. Shears
BLUESAIL ADVISORS LLC
MCLEAN, VA 22102
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CRD#: 5409021
TS
Professional summary
Todd Tyler Shears is a registered financial advisor currently at BLUESAIL ADVISORS LLC located in Mclean, Virginia.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Todd 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Tyler Shears'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
April 22, 2008 - Present
BLUESAIL ADVISORS LLC
Office #1: 1750 Tysons Boulevard Suite 1500, Mclean, VA 22102RIA
CRD#: 144579
MCLEAN, VA
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
District of Columbia(4/22/2008)
IAR
Florida(1/19/2021)
IAR
Texas(9/11/2018)
IAR
Virginia(10/27/2016)
Current Firm
BA
BLUESAIL ADVISORS LLC
BLUESAIL ADVISORS LLC
CRD#: 144579 / SEC#:
District of Columbia
Registered Investment Advisory firm - (4/22/2008 Approved)Florida
Registered Investment Advisory firm - (1/19/2021 Approved)Maryland
Registered Investment Advisory firm - (11/4/2022 Terminated)Texas
Registered Investment Advisory firm - (9/11/2018 Approved)Virginia
Registered Investment Advisory firm - (10/27/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1750 Tysons Boulevard Suite 1500, Mclean, VA 22102
Mailing Address
Phone number
(703) 373-1170
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 95 |
| AUM (Assets Under Management) | $ 25,513,555 |
Red Flags
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