Tyson W. Slesnick

UNITAS PARTNERS LLC

AUSTIN, TX 78726

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CRD#: 7256368

Professional summary

Tyson Wolfe Slesnick, who also goes by Tyson Wolfe Slesnick, is a registered financial advisor currently at UNITAS PARTNERS LLC located in Austin, Texas.

Tyson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Tyson has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tyson Wolfe Slesnick

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.

Tax preparation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyson Wolfe Slesnick'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

August 17, 2024 - Present

UNITAS PARTNERS LLC

Office #1: 7301 N Ranch Road 620 Ste 155-107, Austin, TX 78726

RIA

CRD#: 331564

AUSTIN, TX

Past

June 29, 2020 - April 18, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Austin, TX

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

Texas
(8/17/2024)

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: 5/23/2020

Uniform Investment Adviser Law Examination

Current Firm

UNITAS PARTNERS LLC

CRD#: 331564 / SEC#:

Texas

Registered Investment Advisory firm - (8/17/2024 Approved)

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Contact information

Main Address

7301 N Ranch Road 620 Ste 155-107, Austin, TX 78726

Mailing Address

5202 Kite Tail Dr, Austin, TX 78730

Phone number

(512) 350-9811

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 308,000

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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Tyson W. Slesnick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyson Wolfe Slesnick's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITAS PARTNERS LLC

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/23/2020

Current Firm

UNITAS PARTNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

UNITAS PARTNERS LLC

TRUST BUT VERIFY

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