Andrew C. Meredith

TYTON WEALTH

Norfolk, VA 23517

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CRD#: 7839627

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.

Global Admin Services LTD; Owner/CEO; Investment Related; 8401 Mayland Dr STE S Henrico VA 23294; Description: B2B Administrative Management and General Management Consulting Services for foreign companies in the non-US domiciled insurance industry. ; Responsibilities: Outsourced management consulting and policy servicing for foreign companies in the non-US domiciled insurance industry; Start date: 2024-10-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 30.

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)

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: 8/31/2023

Uniform Investment Adviser Law Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	51
AUM (Assets Under Management)	$ 19,471,122

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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Andrew C. Meredith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Clarke Meredith's CRS (Customer Relationship Summary).

Certified licenses

Experience

TYTON WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2023

Current Firm

TYTON WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TYTON WEALTH

TRUST BUT VERIFY

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