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Trisel Y. Blau

Alight Financial Advisors, LLC

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About Trisel Y. Blau

Trisel Y. Blau is an investment advisor representative with Alight Financial Advisors, LLC in Charlotte, North Carolina. Trisel has been in the financial services industry since 2000 and has passed the Series 6, Series 63 and Series 65 exams. Trisel has worked with clients in Charlotte since September 2002, previously working with Vanguard Marketing Corporation in Malvern, Pennsylvania. Alight Financial Advisors, LLC manages over $33 billion in assets for individuals and other clients.

Firm Information

Trisel Blau is currently registered with Alight Financial Advisors, LLC. Alight Financial Advisors, LLC is an investment advisor registered with the SEC and located in Charlotte, NC. The firm manages approximately $10 billion to $50 billion in assets for individuals. They offer a range of services including financial planning, portfolio management, and educational seminars. They are also a participant in wrap fee programs.
Alight Financial Advisors, LLC

9335 HARRIS CORNERS PARKWAY

CHARLOTTE, NC 28269

$33.74B

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Set-up fees and related services

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Trisel Blau’s Registration & Firm History

NC

05/23/2022 - Present

Alight Financial Advisors, LLC (CHARLOTTE NC)

PA

08/17/2000 - 09/25/2002

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 05/23/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/23/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Trisel Y. Blau.
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