Chandler E. Fugate-laus

TILLY

Columbus, OH

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CRD#: 6822997

Professional summary

Chandler Elizabeth Fugate-laus, CFP®, who also goes by Chandler Fugate-laus, is a registered financial advisor currently at TILLY, INC. located in Columbus, Ohio and MONEYFLUENT located in Columbus, Ohio.

Chandler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Chandler has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chandler Fugate-Laus

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.

Owner and founder of moneyfluent LLC. Investment-related entity. Chandler Fugate-Laus is registered as an investment adviser representative of Tilly, Inc. and provides advisory services to client's of that firm. This activity accounts for up to 25% of their time during normal trading hours. Advisory services provided to clients of Tilly, Inc. are separate from any services provided to clients of MF and will not create a conflict of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chandler Elizabeth Fugate-laus'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

July 19, 2022 - Present

TILLY, INC.

RIA

CRD#: 300631

Columbus, OH

Current

September 2, 2022 - Present

MONEYFLUENT

RIA

CRD#: 322788

Columbus, OH

Past

November 29, 2018 - October 14, 2021

NORTHAVENUE LLC

RIA

CRD#: 297300

Columbus, OH

Past

August 1, 2017 - January 2, 2019

PARTNERSHIP FINANCIAL, LLC

RIA

CRD#: 119681

COLUMBUS, OH

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
(7/19/2022)

IAR

Ohio
(7/21/2022)

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: 8/1/2017

Uniform Investment Adviser Law Examination

Current Firm

TILLY, INC.

CRD#: 300631 / SEC#:

North Carolina

Registered Investment Advisory firm - (2/21/2019 Approved)

Ohio

Registered Investment Advisory firm - (7/21/2022 Approved)

South Carolina

Registered Investment Advisory firm - (11/20/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/13/2019 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

601 St Mary's Street, Raleigh, NC 27605

Mailing Address

Phone number

(919) 630-1992

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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Chandler E. Fugate-laus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chandler Elizabeth Fugate-laus's CRS (Customer Relationship Summary).

Certified licenses

Experience

TILLY, INC.

MONEYFLUENT

NORTHAVENUE LLC

PARTNERSHIP FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/1/2017

Current Firm

TILLY, INC.

Contact information

Documents

Red Flags

Company Information

TILLY, INC.

TRUST BUT VERIFY

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