Troy Short

ARIZONA WEALTH STRATEGIES LLC

SHOW LOW, AZ

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CRD#: 7768209

Professional summary

Troy Short is a registered financial advisor currently at ARIZONA WEALTH STRATEGIES LLC located in Show Low, Arizona.

Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Troy has worked at 3 firms 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 name of the other business; Champion Bank -whether the business is investment-related; This business is not investment related. -the address of the other business; 16790 Centre Ct, Parker, CO 80134 -the nature of the other business; A small privately owned community bank that does wholesale and retail mortgage lending. -your position; Mortgage Banker consultant - relationship with the other business; part time employee. I am not a proprietor, partner, officer, director, employee, trustee, agent or on the Board of this business. -the start date of your relationship; 3/09, however the capacities I work have significantly changed since 2020 and will most likely will end within the next 6 months -the approximate number of hours/month you devote to the other business;10 to 15 maximum -the number of hours you devote to the other business during securities trading hours; 0, The communications are mostly in the late afternoon or after hours, done electronically and we are on Pacific time which ends at 1:00 p.m. -briefly describe your duties relating to the other business; Assist with general debt to income calculations, general underwriting concerns and wholesale placement of mortgage loans.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Short'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 27, 2025 - Present

ARIZONA WEALTH STRATEGIES LLC

RIA

CRD#: 338071

SHOW LOW, AZ

Past

January 22, 2024 - September 19, 2024

ATTESSA CAPITAL LLC

RIA

CRD#: 306827

TUCSON, AZ

Past

June 21, 2023 - September 4, 2024

HARRISON WEALTH MANAGEMENT

RIA

CRD#: 283731

TUCSON, AZ

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
(8/27/2025)

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: 5/31/2023

Uniform Investment Adviser Law Examination

Current Firm

ARIZONA WEALTH STRATEGIES LLC

CRD#: 338071 / SEC#:

Arizona

Registered Investment Advisory firm - (8/27/2025 Approved)

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Contact information

Main Address

Show Low, AZ

Mailing Address

Phone number

(303) 960-9634

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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Troy Short

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Troy Short's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARIZONA WEALTH STRATEGIES LLC

ATTESSA CAPITAL LLC

HARRISON WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 5/31/2023

Current Firm

ARIZONA WEALTH STRATEGIES LLC

Contact information

Documents

Red Flags

Company Information

ARIZONA WEALTH STRATEGIES LLC

TRUST BUT VERIFY

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