LG
Lily W. Graves
TCI WEALTH ADVISORS
Tucson, AZ 85718
Some features on this profile are disabled
CRD#: 7306768
LG
Professional summary
Lily Worth Graves, who also goes by Lily Worth Styrmoe, is a registered financial advisor currently at TCI WEALTH ADVISORS, INC. located in Tucson, Arizona.
Lily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Lily has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lily Worth Styrmoe
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) Arizona Sonora Desert Museum- Non-Profit; Is the business investment related: Yes; Location of the business: 2021 N Kinney Rd Tucson AZ 85743 United States; Description of the business: The Arizona-Sonora Desert Museum is a 98-acre zoo, aquarium, botanical garden, natural history museum, publisher, and art gallery founded in 1952. Located just west of Tucson, Arizona, it features two miles of walking paths traversing 21 acres of desert landscape. Position Title: Board of Trustees Responsibilities Duties: Promote and support stewardship of ASDM. Sitting on Finance Committee and I attend Investment Committee meetings. Start date with business: 2025-01-01 Hours per month devoted to business during trading hours: 0 Hours per month devoted to business outside trading hours: 2 Percentage of total yearly compensation expected to be derived from the business: 0
CRS (Client Relationship Summary) - RIA
Click below to view Lily Worth Graves'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
December 11, 2020 - Present
TCI WEALTH ADVISORS, INC.
Office #1: 4011 East Sunrise Drive, Tucson, AZ 85718RIA
CRD#: 107373
Tucson, AZ
Past
December 11, 2020 - December 31, 2021
TCI FOUNDATION INC.
RIA
CRD#: 169921
TUCSON, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TCI WEALTH ADVISORS, INC.
AQN INVESTMENT ADVISORS, INC. | THE CONSERVATIVE INVESTOR | TCI WEALTH MANAGEMENT, INC. | TCI WEALTH ADVISORS, INC. | TCI FINANCIAL PLANNING, INC. | TCI ASSET MANAGERS, INC. | SWIFT ROBERT CLARKSON
CRD#: 107373 / SEC#: 801-37083
RIA
Registered Investment Advisory firm - (8/30/1990 Approved)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
Arizona(12/11/2020)
Exams
Current Firm
TCI WEALTH ADVISORS, INC.
AQN INVESTMENT ADVISORS, INC. | THE CONSERVATIVE INVESTOR | TCI WEALTH MANAGEMENT, INC. | TCI WEALTH ADVISORS, INC. | TCI FINANCIAL PLANNING, INC. | TCI ASSET MANAGERS, INC. | SWIFT ROBERT CLARKSON
CRD#: 107373 / SEC#: 801-37083
RIA
Registered Investment Advisory firm - (8/30/1990 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4011 East Sunrise Drive, Tucson, AZ 85718
Mailing Address
Phone number
(520) 733-1477
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,010 |
| AUM (Assets Under Management) | $ 4,527,183,704 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 08/23/2024 | ||
| 10/30/2023 | ||
| 12/22/2022 |
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.
