AT
Allen R. Tyndall
SEASIDE WEALTH ADVISORS LLC
WILMINGTON, NC 28403
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CRD#: 5982534
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Professional summary
Allen Ross Tyndall is a registered financial advisor currently at SEASIDE WEALTH ADVISORS LLC located in Wilmington, North Carolina.
Allen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Allen has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 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)STERLING PROPERTY INVESTMENTS, LLC Investment Related; Wilmington, NC; Buy and hold real estate or build and sell. May renovate homes on occasion and purchase homes to rent out; Owner; Member; Started May 2020; 5 hours per month; 2 hours during trading; Track costs of renovations or construction. 2) ILM Bikes, LLC; Not investment related; Wilmington, NC; Bike shop store front. Sale and service bicycles; Managing Member; Started Sept. 2020; 10 hours per month; 5 hours during trading; Passive operation other than checking in with managers or accounts payable, generally on weekends. 3) TYNDALL HOLDINGS COMPANY, LLC; Investment related, Wilmington, NC; Non operational. Exists to own interests of some of our other entities; Managing Member; Started May 2018; < 1 hour per month; no hours during trading; No activity requirements. Exists only as a holding company. 4) CJ DURHAM 1, LLC; Non-investment related; Durham, NC; Juice Bar / Food & Beverage; Managing Member; Started Jan 2017; 5 hours per month; 0 hours during trading; Passively operated with General Manager in place with full authority to make decisions. 5) Live ILM, LLC; Investment related; Wilmington, NC; Real Estate Rental Properties; Managing Member; Started May 2022; 2 hours per month; 2 hours during trading; Passive. Spouse handles all rental aspects. 6) MKAD Ventures, LLC; Investment related; Wilmington, NC; Real Estate Rental Properties; Member; Started March 2023; 2 hours per month; 2 hours during trading; Passive. Spouse handles all rental aspects. 7) Revitalize ILM, LLC; Investment related; Wilmington, NC; real estate company to build and renovate homes for sale; Managing Member; Started Jan 2021; 2 hours per month; 0 hours during trading; Passively participated in minority partnership with partners who were contractors. Only time requirement was meeting to discuss ongoing projects. 8) Seaside Capital Partners, LLC; Investment related; Wilmington, NC; Manager of SCP Development High-Yield Fund, LLC; Member; started July 2023; 5 hours per month; 5 hours during trading; Operations from the SCP Fund are administered by this entity. 9) SCP Development High-Yield Fund, LLC; Investment related; Wilmington, NC; Fund to finance construction and renovation projects; Member; Started July 2023; 5 hours per month; 5 hours during trading; Analyze real estate projects and funding required and administer funding to complete the projects. 10) Insurance Production; Investment related; Wilmington, NC; Offering Life/Disability/LTC insurance; Sole Proprietor; started July 2023; 15 hours per month; 15 hours during trading; Offer insurance to clients who have a need it in their financial plan.
CRS (Client Relationship Summary) - RIA
Click below to view Allen Ross Tyndall'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 31, 2023 - Present
SEASIDE WEALTH ADVISORS LLC
Office #1: 6209 Oleander Dr Suite 102, Wilmington, NC 28403RIA
CRD#: 327645
WILMINGTON, NC
Past
October 29, 2020 - July 29, 2023
EAGLES COAST WEALTH MANAGEMENT, LLC
RIA
CRD#: 297423
Wilmington, NC
Past
September 2, 2019 - July 29, 2023
EAGLES COAST CAPITAL, LLC
BD
CRD#: 297477
Wilmington, NC
Past
December 6, 2012 - September 11, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
WILMINGTON, NC
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
North Carolina(7/31/2023)
IAR
Pennsylvania(4/8/2024)
IAR
Texas(4/30/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
SEASIDE WEALTH ADVISORS LLC
SEASIDE WEALTH ADVISORS LLC | STERLING CAPITAL PARTNERS, LLC | STERLING CAPITAL PARTNERS
CRD#: 327645 / SEC#:
North Carolina
Registered Investment Advisory firm - (7/31/2023 Approved)Pennsylvania
Registered Investment Advisory firm - (4/5/2024 Approved)Texas
Registered Investment Advisory firm - (4/30/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6209 Oleander Dr Suite 102, Wilmington, NC 28403
Mailing Address
Phone number
(910) 550-3554
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 546 |
| AUM (Assets Under Management) | $ 84,300,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
