Alexis L. Delia

TILIA FIDUCIARY PARTNERS

Wilmington, NC 28401

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CRD#: 7770687

Professional summary

Alexis Lynn Delia is a registered financial advisor currently at TILIA FIDUCIARY PARTNERS, INC. located in Wilmington, North Carolina.

Alexis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Alexis 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexis Lynn Delia's CRS (Customer Relationship Summary).

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

June 16, 2023 - Present

TILIA FIDUCIARY PARTNERS, INC.

Office #1: 32 N. Front Street, Wilmington, NC 28401

RIA

CRD#: 157852

Wilmington, NC

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".

TILIA FIDUCIARY PARTNERS, INC.

CRD#: 157852 / SEC#: 801-120194

RIA

Registered Investment Advisory firm - (1/19/2021 Approved)

North Carolina

Registered Investment Advisory firm - (2/1/2021 Terminated)

South Carolina

Registered Investment Advisory firm - (1/25/2021 Terminated)

Washington

Registered Investment Advisory firm - (2/25/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

North Carolina
(6/16/2023)

IAR

Texas
(8/29/2024)

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: 6/14/2023

Uniform Investment Adviser Law Examination

Current Firm

TILIA FIDUCIARY PARTNERS, INC.

CRD#: 157852 / SEC#: 801-120194

RIA

Registered Investment Advisory firm - (1/19/2021 Approved)

North Carolina

Registered Investment Advisory firm - (2/1/2021 Terminated)

South Carolina

Registered Investment Advisory firm - (1/25/2021 Terminated)

Washington

Registered Investment Advisory firm - (2/25/2021 Terminated)

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Contact information

Main Address

32 N. Front Street, Wilmington, NC 28401

Mailing Address

Phone number

(910) 679-4093

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TILIA PARTNERS BROCHURE (10/30/2025)

Regulatory assets under management

Total Number of Accounts	934
AUM (Assets Under Management)	$ 413,933,696

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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Alexis L. Delia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexis Lynn Delia's CRS (Customer Relationship Summary).

Certified licenses

Experience

TILIA FIDUCIARY PARTNERS, INC.

Primary Firm SEC Registration

TILIA FIDUCIARY PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/14/2023

Current Firm

TILIA FIDUCIARY PARTNERS, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TILIA FIDUCIARY PARTNERS, INC.

TRUST BUT VERIFY

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