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AM

Andrew C. Meredith

TYTON WEALTH
Norfolk, VA 23517
Some features on this profile are disabled
CRD#: 7839627
AM

Professional summary

Andrew Clarke Meredith is a registered financial advisor currently at TYTON WEALTH located in Norfolk, Virginia.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Andrew 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 Andrew Clarke Meredith'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

January 3, 2024 - Present

TYTON WEALTH

Office #1: 1035 W 25th St Suite B2, Norfolk, VA 23517
RIA
CRD#: 329211
Norfolk, VA

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
Texas
(5/10/2024)
IAR
Virginia
(1/3/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/31/2023
Uniform Investment Adviser Law Examination

Current Firm

TW
TYTON WEALTH
TYTON WEALTH | TYTON WEALTH MANAGEMENT LLC | TYTON WEALTH MANAGEMENT

CRD#: 329211 / SEC#:

Texas
Registered Investment Advisory firm - (4/25/2024 Conditional Restricted)
Virginia
Registered Investment Advisory firm - (1/3/2024 Approved)
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Contact information

Main Address
1035 W 25th St Suite B2, Norfolk, VA 23517
Mailing Address
Phone number
(307) 655-1757
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts58
AUM (Assets Under Management)$ 28,478,203

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.

Company Information

TYTON WEALTH

CRD#: 329211Norfolk, VA 23517

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