Advisor at Arizona Wealth Strategies LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arizona Wealth Strategies LLC
Location
Show Low, AZ
Credentials
Series 65
Industry experience
1 year
Troy Short is a financial advisor at Arizona Wealth Strategies LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Attessa Capital, LLC, Harrison Wealth Management, and Champion Bank. Arizona Wealth Strategies LLC is a registered investment adviser providing discretionary asset management services tailored to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm utilizes fundamental, technical, and cyclical analysis with a toolkit that includes options and private placements, conducting quarterly account reviews and allowing client-directed restrictions.
$0 - $249,999: 1.25% $250,000 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.75% $5,000,000+: 0.45%
Account minimum: $100,000
Show Low, AZ
Arizona
Arizona Wealth Strategies LLC
2025 - Present (1 year)
Unemployed
2024 - 2025 (1 year)
Attessa Capital, LLC
2023 - 2024 (1 year)
Harrison Wealth Management
2022 - 2024 (2 years)
Champion Bank
2009 - 2024 (15 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Show Low, AZ
Meixler Investment Management, Ltd.
Series 63, Series 65
Show Low, AZ
McCauley Investment Advisory, LLC
Series 63, Series 65
Show Low, AZ
McCauley Investment Advisory, LLC
ChFC®, Series 63, Series 65
Pinetop, AZ
Primerica Advisors
Series 63, Series 66
Pinetop, AZ
Schwab Wealth Advisory
Series 63, Series 66
Show Low, AZ
LPL Financial
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