TD
Tyler S. Donnelly
ARRIVITY FINANCIAL PLANNING
Seattle, WA 98109
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CRD#: 7730274
TD
Professional summary
Tyler Stephen Donnelly is a registered financial advisor currently at ARRIVITY FINANCIAL PLANNING located in Seattle, Washington.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Tyler 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Stephen Donnelly'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
September 15, 2023 - Present
ARRIVITY FINANCIAL PLANNING
Office #1: 1200 Westlake Ave North Suite 508, Seattle, WA 98109RIA
CRD#: 167976
Seattle, WA
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(4/15/2024)
IAR
Colorado(4/15/2024)
IAR
Oregon(4/15/2024)
IAR
Washington(9/15/2023)
Current Firm
ARRIVITY FINANCIAL PLANNING
603 FINANCIAL, INC. | GODDARD FINANCIAL PLANNING | BLUE CANOE FINANCIAL PLANNING, INC. | BLUE CANOE FINANCIAL PLANNING | ARRIVITY FINANCIAL PLANNING
CRD#: 167976 / SEC#:
California
Registered Investment Advisory firm - (3/22/2021 Approved)Colorado
Registered Investment Advisory firm - (7/28/2021 Approved)Oregon
Registered Investment Advisory firm - (11/30/2021 Approved)Texas
Registered Investment Advisory firm - (12/19/2022 Conditional Restricted)Washington
Registered Investment Advisory firm - (9/10/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1200 Westlake Ave North Suite 508, Seattle, WA 98109
Mailing Address
Phone number
(206) 217-2583
Established
Firm type
Fiscal year end
# of Employees
8
Red Flags
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