Tiffany K. Alexy

ALTAIR FINANCIAL LLC

CARY, NC 27511

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CRD#: 6417769

Professional summary

Tiffany Katherine Alexy, who also goes by Tiffany K Alexy, is a registered financial advisor currently at ALTAIR FINANCIAL LLC located in Cary, North Carolina.

Tiffany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Tiffany has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tiffany K Alexy

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.

TIFFANY ALEXY IS THE MANAGING MEMBER OF THE FOLLOWING ENTITIES: --FATHOM REALTY DBA ALEXY REALTY GROUP LLC-REAL ESTATE FIRM, START DATE: 05/2017, ADDRESS:600 PARK OFFICES DRIVE SUITE 300, DURHAM NC 27709, START DATE: 02/2024, 10 HOURS PER WEEK; --ANB HOLDINGS LLC: REAL ESTATE INVESTMENTS (RENTAL PROPERTIES), 600 PARK OFFICES DRIVE SUITE 300, DURHAM NC 27709, 1 HOUR PER WEEK; --REDBIRD REAL ESTATE LLC: REAL ESTATE INVESTMENTS (RENTAL PROPERTIES), START DATE: 6/2021, 50% OWNER, ADDRESS:1116 HIGH FOX DRIVE, DURHAM NC 27703, 1 HOUR PER WEEK --WILLOW BRANCH HOLDINGS LLC: REAL ESTATE INVESTMENTS (RENTAL PROPERTIES), START DATE: 7/2025, 10% OWNER, ADDRESS:1116 HIGH FOX DRIVE, DURHAM NC 27703, 10 HOUR PER WEEK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany Katherine Alexy'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 2, 2025 - Present

ALTAIR FINANCIAL LLC

Office #1: 167 E. Chatham Street Suite 300, Cary, NC 27511

RIA

CRD#: 335562

CARY, NC

Past

August 31, 2016 - June 8, 2017

DIVVY INVESTMENTS LLC

RIA

CRD#: 242786

CARY, NC

Past

December 10, 2014 - January 14, 2015

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, 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
(6/2/2025)

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: 10/20/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/19/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/14/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/9/2014

General Securities Representative Examination

Current Firm

ALTAIR FINANCIAL LLC

CRD#: 335562 / SEC#:

North Carolina

Registered Investment Advisory firm - (6/2/2025 Approved)

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Contact information

Main Address

600 Park Offices Drive Suite 300, Durham, NC 27713

Mailing Address

Phone number

(919) 297-8778

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Tiffany K. Alexy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany Katherine Alexy's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALTAIR FINANCIAL LLC

DIVVY INVESTMENTS LLC

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 10/20/2023

Series 63

Date: 12/19/2014

SIE

Date: 1/14/2015

Series 7

Date: 12/9/2014

Current Firm

ALTAIR FINANCIAL LLC

Contact information

Documents

Red Flags

Company Information

ALTAIR FINANCIAL LLC

TRUST BUT VERIFY

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