Wealth Advisor & Chief Compliance Officer · Solitude Financial Services, Inc.
Ty W Bilderback
CRD 3113353 · Named on Form ADV at one SEC-registered adviser
At a glance
Solitude Financial Services, Inc., an SEC-registered wealth manager based in Charlottesville, VA with $364 million in regulatory assets, lists Ty W Bilderback on its Form ADV as Wealth Advisor & Chief Compliance Officer.
Firms and roles
- Solitude Financial Services, Inc.Wealth Advisor & Chief Compliance OfficerWealth manager · Charlottesville, VA · $364M in regulatory assets
AtlasMembers
Ty’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1998 (27 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ty’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gene M. KowalskiPrincipal, Wealth Advisor, Solitude Financial Services, Inc.
- Lindlee L. MilesChief Technology Officer, Solitude Financial Services, Inc.
- Ashley J. ViceWealth Advisor, Solitude Financial Services, Inc.
- Jennifer S. Kidd FinneranChief of Staff, Solitude Financial Services, Inc.
- Andrew J St. JeanWealth Advisor, Solitude Financial Services, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ty’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.