TS
Travis J. Stright
FIGURE 8 INVESTMENT STRATEGIES LLC
Boise, ID 83702
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CRD#: 7384920
TS
Professional summary
Travis John Stright is a registered financial advisor currently at FIGURE 8 INVESTMENT STRATEGIES LLC located in Boise, Idaho.
Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Travis has worked at 1 firm and has passed the Series 65 exam.
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. ACLU of Idaho; non-investment related; same address; finance committee; committee member; since 07/2016; approximately 2 hours per month; making recommendations to the board on accounting investment related matters. 2. Idaho Law Foundation; non-investment related; same address; audit committee; treasurer; since 03/2017; approximately 6 hours per month; oversight of financials for the audit / investment committee. 3. Boise Public Schools Foundation; non-investment related; same address; executive committee; member of executive committee and head of finance committee; since 06/2015; approximately 5-10 hours per month; overseeing financial reporting including the annual audit process and monitoring the advisor of the organization's invested assets.
CRS (Client Relationship Summary) - RIA
Click below to view Travis John Stright'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 12, 2021 - Present
FIGURE 8 INVESTMENT STRATEGIES LLC
Office #1: 1410 W Washington St, Boise, ID 83702RIA
CRD#: 282973
Boise, ID
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".
F8
FIGURE 8 INVESTMENT STRATEGIES LLC
FIGURE 8 INVESTMENT STRATEGIES LLC
CRD#: 282973 / SEC#: 801-120489
RIA
Registered Investment Advisory firm - (3/11/2021 Approved)California
Registered Investment Advisory firm - (4/15/2021 Terminated)Idaho
Registered Investment Advisory firm - (3/16/2021 Terminated)New York
Registered Investment Advisory firm - (3/16/2021 Terminated)Oregon
Registered Investment Advisory firm - (3/23/2021 Terminated)Texas
Registered Investment Advisory firm - (3/16/2021 Terminated)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
California(3/1/2024)
IAR
Idaho(7/12/2021)
IAR
Oregon(6/20/2024)
IAR
Texas(6/20/2024)
Current Firm
F8
FIGURE 8 INVESTMENT STRATEGIES LLC
FIGURE 8 INVESTMENT STRATEGIES LLC
CRD#: 282973 / SEC#: 801-120489
RIA
Registered Investment Advisory firm - (3/11/2021 Approved)California
Registered Investment Advisory firm - (4/15/2021 Terminated)Idaho
Registered Investment Advisory firm - (3/16/2021 Terminated)New York
Registered Investment Advisory firm - (3/16/2021 Terminated)Oregon
Registered Investment Advisory firm - (3/23/2021 Terminated)Texas
Registered Investment Advisory firm - (3/16/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1410 W Washington St, Boise, ID 83702
Mailing Address
Phone number
(208) 385-0078
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 438 |
| AUM (Assets Under Management) | $ 199,767,232 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
