Legal
Alinea Advisory Services LLC ("Alinea"), is an SEC-registered investment adviser. This page is where you'll find our regulatory filings, account agreements, and privacy notices, all in one place. We update these documents fairly often as our products and policies evolve, so it's worth checking back here rather than saving a copy elsewhere. If anything here raises a question, reach out to us at info@alinea-invest.com.
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Account Terms
Regulatory Disclosures
Privacy
Promotions & Referrals
Other Disclosures
Social Media Disclosures
Effective date:
September 17th, 2026
Instagram Post Link:
https://www.instagram.com/reels/DdZWKwBKcU_/
Full Disclosure
Paid endorsement. Alinea Invest, an SEC-registered investment adviser, sponsors this video. I’m not an Alinea client. They pay me a fee based on views and give me free subscription access to promote them — which means I have a financial incentive to recommend Alinea. The opinions here are my own, and nothing in this video is investment advice.
By using this app, you accept our Terms of Use and Privacy Policy.
Alinea's investment advisory services are available only to residents of the United States in jurisdictions where Alinea is registered. Investment advisory services are provided by Alinea Invest LLC, an SEC-registered investment adviser.
Brokerage services and account custody are provided by DriveWealth LLC, a registered broker-dealer and member of FINRA/SIPC. Alinea Invest LLC and DriveWealth LLC are not affiliated.
Registration with the SEC does not imply a certain level of skill or training.
Investment Risk Disclosure
All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Investment returns and principal value will fluctuate so that an investor's account, when liquidated, may be worth more or less than the original amount invested. Individual returns vary with market conditions, portfolio composition, and the timing of investments.
Automated Portfolio & AI Disclosure
Alinea Advisory Services LLC provides automated portfolio recommendations based on the information you supply. Clients are assigned to model portfolios; portfolios are not individually tailored to each client.
AI-driven tools assist in portfolio construction but do not guarantee investment outcomes.
Projected or estimated earnings shown in the app are hypothetical, are not guarantees of future performance, and are not used in advertising.
Using the Alinea app does not guarantee any specific investment return.
September 9th, 2026
TikTok Post Link: https://www.tiktok.com/@tylerworley3/video/7683625058060848397?_r=1&_t=ZP-99b5HBm1HV0
Full Disclosure
Paid endorsement. Alinea Invest, an SEC-registered investment adviser, sponsors this video. I’m not an Alinea client. They pay me a fee based on views and give me free subscription access to promote them — which means I have a financial incentive to recommend Alinea. The opinions here are my own, and nothing in this video is investment advice.
By using this app, you accept our Terms of Use and Privacy Policy.
Alinea's investment advisory services are available only to residents of the United States in jurisdictions where Alinea is registered. Investment advisory services are provided by Alinea Invest LLC, an SEC-registered investment adviser.
Brokerage services and account custody are provided by DriveWealth LLC, a registered broker-dealer and member of FINRA/SIPC. Alinea Invest LLC and DriveWealth LLC are not affiliated.
Registration with the SEC does not imply a certain level of skill or training.
Investment Risk Disclosure
All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Investment returns and principal value will fluctuate so that an investor's account, when liquidated, may be worth more or less than the original amount invested. Individual returns vary with market conditions, portfolio composition, and the timing of investments.
Automated Portfolio & AI Disclosure
Alinea Advisory Services LLC provides automated portfolio recommendations based on the information you supply. Clients are assigned to model portfolios; portfolios are not individually tailored to each client.
AI-driven tools assist in portfolio construction but do not guarantee investment outcomes.
Projected or estimated earnings shown in the app are hypothetical, are not guarantees of future performance, and are not used in advertising.
Using the Alinea app does not guarantee any specific investment return.
September 3rd, 2026
Instagram Post Link:
https://www.instagram.com/reel/Dc2AOX4JS1n/
Full Disclosure
Paid endorsement. Alinea Invest, an SEC-registered investment adviser, sponsors this video. I’m not an Alinea client. They pay me a fee based on views and give me free subscription access to promote them — which means I have a financial incentive to recommend Alinea. The opinions here are my own, and nothing in this video is investment advice.
By using this app, you accept our Terms of Use and Privacy Policy.
Alinea's investment advisory services are available only to residents of the United States in jurisdictions where Alinea is registered. Investment advisory services are provided by Alinea Invest LLC, an SEC-registered investment adviser.
Brokerage services and account custody are provided by DriveWealth LLC, a registered broker-dealer and member of FINRA/SIPC. Alinea Invest LLC and DriveWealth LLC are not affiliated.
Registration with the SEC does not imply a certain level of skill or training.
Investment Risk Disclosure
All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Investment returns and principal value will fluctuate so that an investor's account, when liquidated, may be worth more or less than the original amount invested. Individual returns vary with market conditions, portfolio composition, and the timing of investments.
Automated Portfolio & AI Disclosure
Alinea Advisory Services LLC provides automated portfolio recommendations based on the information you supply. Clients are assigned to model portfolios; portfolios are not individually tailored to each client.
AI-driven tools assist in portfolio construction but do not guarantee investment outcomes.
Projected or estimated earnings shown in the app are hypothetical, are not guarantees of future performance, and are not used in advertising.
Using the Alinea app does not guarantee any specific investment return.
September 3rd, 2026
Instagram Post Link:
https://www.instagram.com/reels/Dc2H2btJD_T/
Full Disclosure
Paid endorsement. Alinea Invest, an SEC-registered investment adviser, sponsors this video. I’m not an Alinea client. They pay me a fee based on views and give me free subscription access to promote them — which means I have a financial incentive to recommend Alinea. The opinions here are my own, and nothing in this video is investment advice.
By using this app, you accept our Terms of Use and Privacy Policy.
Alinea's investment advisory services are available only to residents of the United States in jurisdictions where Alinea is registered. Investment advisory services are provided by Alinea Invest LLC, an SEC-registered investment adviser.
Brokerage services and account custody are provided by DriveWealth LLC, a registered broker-dealer and member of FINRA/SIPC. Alinea Invest LLC and DriveWealth LLC are not affiliated.
Registration with the SEC does not imply a certain level of skill or training.
Investment Risk Disclosure
All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Investment returns and principal value will fluctuate so that an investor's account, when liquidated, may be worth more or less than the original amount invested. Individual returns vary with market conditions, portfolio composition, and the timing of investments.
Automated Portfolio & AI Disclosure
Alinea Advisory Services LLC provides automated portfolio recommendations based on the information you supply. Clients are assigned to model portfolios; portfolios are not individually tailored to each client.
AI-driven tools assist in portfolio construction but do not guarantee investment outcomes.
Projected or estimated earnings shown in the app are hypothetical, are not guarantees of future performance, and are not used in advertising.
Using the Alinea app does not guarantee any specific investment return.
September 3rd, 2026
Instagram Post Link:
https://www.instagram.com/reels/Dcloa5vRL8y/
Full Disclosure
Paid endorsement. Alinea Invest, an SEC-registered investment adviser, sponsors this video. I’m not an Alinea client. They pay me a fee based on views and give me free subscription access to promote them — which means I have a financial incentive to recommend Alinea. The opinions here are my own, and nothing in this video is investment advice.
By using this app, you accept our Terms of Use and Privacy Policy.
Alinea's investment advisory services are available only to residents of the United States in jurisdictions where Alinea is registered. Investment advisory services are provided by Alinea Invest LLC, an SEC-registered investment adviser.
Brokerage services and account custody are provided by DriveWealth LLC, a registered broker-dealer and member of FINRA/SIPC. Alinea Invest LLC and DriveWealth LLC are not affiliated.
Registration with the SEC does not imply a certain level of skill or training.
Investment Risk Disclosure
All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Investment returns and principal value will fluctuate so that an investor's account, when liquidated, may be worth more or less than the original amount invested. Individual returns vary with market conditions, portfolio composition, and the timing of investments.
Automated Portfolio & AI Disclosure
Alinea Advisory Services LLC provides automated portfolio recommendations based on the information you supply. Clients are assigned to model portfolios; portfolios are not individually tailored to each client.
AI-driven tools assist in portfolio construction but do not guarantee investment outcomes.
Projected or estimated earnings shown in the app are hypothetical, are not guarantees of future performance, and are not used in advertising.
Using the Alinea app does not guarantee any specific investment return.
August 28th
Instagram Post Link:
https://www.instagram.com/reels/Dcloa5vRL8y/
Full Disclosure
Paid endorsement. Alinea Invest, an SEC-registered investment adviser, sponsors this video. I’m not an Alinea client. They pay me a fee based on views and give me free subscription access to promote them — which means I have a financial incentive to recommend Alinea. The opinions here are my own, and nothing in this video is investment advice.
By using this app, you accept our Terms of Use and Privacy Policy.
Alinea's investment advisory services are available only to residents of the United States in jurisdictions where Alinea is registered. Investment advisory services are provided by Alinea Invest LLC, an SEC-registered investment adviser.
Brokerage services and account custody are provided by DriveWealth LLC, a registered broker-dealer and member of FINRA/SIPC. Alinea Invest LLC and DriveWealth LLC are not affiliated.
Registration with the SEC does not imply a certain level of skill or training.
Investment Risk Disclosure
All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Investment returns and principal value will fluctuate so that an investor's account, when liquidated, may be worth more or less than the original amount invested. Individual returns vary with market conditions, portfolio composition, and the timing of investments.
Automated Portfolio & AI Disclosure
Alinea Advisory Services LLC provides automated portfolio recommendations based on the information you supply. Clients are assigned to model portfolios; portfolios are not individually tailored to each client.
AI-driven tools assist in portfolio construction but do not guarantee investment outcomes.
Projected or estimated earnings shown in the app are hypothetical, are not guarantees of future performance, and are not used in advertising.
Using the Alinea app does not guarantee any specific investment return.
August 12th
Instagram Post Link:
https://www.instagram.com/reels/DcJq1vNRtBi/
Full Disclosure
Paid endorsement. Alinea Invest, an SEC-registered investment adviser, sponsors this video. I’m not an Alinea client. They pay me a fee based on views and give me free subscription access to promote them — which means I have a financial incentive to recommend Alinea. The opinions here are my own, and nothing in this video is investment advice.
By using this app, you accept our Terms of Use and Privacy Policy.
Alinea's investment advisory services are available only to residents of the United States in jurisdictions where Alinea is registered. Investment advisory services are provided by Alinea Invest LLC, an SEC-registered investment adviser.
Brokerage services and account custody are provided by DriveWealth LLC, a registered broker-dealer and member of FINRA/SIPC. Alinea Invest LLC and DriveWealth LLC are not affiliated.
Registration with the SEC does not imply a certain level of skill or training.
Investment Risk Disclosure
All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Investment returns and principal value will fluctuate so that an investor's account, when liquidated, may be worth more or less than the original amount invested. Individual returns vary with market conditions, portfolio composition, and the timing of investments.
Automated Portfolio & AI Disclosure
Alinea Advisory Services LLC provides automated portfolio recommendations based on the information you supply. Clients are assigned to model portfolios; portfolios are not individually tailored to each client.
AI-driven tools assist in portfolio construction but do not guarantee investment outcomes.
Projected or estimated earnings shown in the app are hypothetical, are not guarantees of future performance, and are not used in advertising.
Using the Alinea app does not guarantee any specific investment return.