Joel R. Hussey

TRUVISTA ADVISORS LLC

REDMOND, WA 98052

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CRD#: 5934821

Professional summary

Joel Raymond Hussey is a registered financial advisor currently at TRUVISTA ADVISORS LLC located in Redmond, Washington.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joel has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 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.

1. OWNER & PRESIDENT, TAILWIND CAPITAL PARTNERS, INC. SINCE JANUARY 2007; NOT INVESTMENT-RELATED; SOURCES AND REMARKETS COMMERCIAL AIRCRAFT; TIME SPENT IS APPROXIMATELY 10 HOURS PER WEEK, MUCH OF WHICH MAY BE DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Raymond Hussey'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

June 6, 2024 - Present

TRUVISTA ADVISORS LLC

Office #1: 16275 Ne 85th Street, Suite A, Redmond, WA 98052

RIA

CRD#: 329785

REDMOND, WA

Past

July 29, 2011 - October 31, 2011

TRIPLE A PARTNERS LLC

CRD#: 142790

VENICE, 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

Washington
(6/6/2024)

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: 3/4/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/3/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/28/2011

General Securities Representative Examination

Current Firm

TRUVISTA ADVISORS LLC

CRD#: 329785 / SEC#:

Washington

Registered Investment Advisory firm - (6/6/2024 Approved)

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Contact information

Main Address

16275 Ne 85th Street, Suite A, Redmond, WA 98052

Mailing Address

Phone number

(425) 242-0442

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	129
AUM (Assets Under Management)	$ 76,581,461

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Joel R. Hussey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Raymond Hussey's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUVISTA ADVISORS LLC

TRIPLE A PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/2024

Series 63

Date: 8/3/2011

Series 7

Date: 7/28/2011

Current Firm

TRUVISTA ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRUVISTA ADVISORS LLC

TRUST BUT VERIFY

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