# Tuttle Financial Services, Ltd.

> Tuttle Financial Services, Ltd. is a state-registered investment advisory firm in New York, NY, registered since 2006, with no regulatory assets under management reported in its Form ADV filing dated March 20, 2026.

- CRD: 141505
- Filed as: TUTTLE FINANCIAL SERVICES, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141505
- AdvisorCensus page: https://advisorcensus.com/firm/tuttle-financial-services-ltd-new-york-ny-141505

## Quick answers

**How is Tuttle Financial Services, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Tuttle Financial Services, Ltd. reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tuttle Financial Services, Ltd. located?**
Tuttle Financial Services, Ltd.'s principal office is in New York, NY, according to its Form ADV.

**Is Tuttle Financial Services, Ltd. registered with the SEC or a state?**
Tuttle Financial Services, Ltd. is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 141505.

**Does Tuttle Financial Services, Ltd. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141505

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2006 (20 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tuttlefinancialservices.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tuttle Financial Services, Ltd. (CRD 141505): Form ADV filing data as of October 2026.