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William Stephen Dimenna

Tyler-Stone Wealth Management, LLC
41 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Tyler-Stone Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,223 clients
Average Client Portfolio
$490K average
Assets Under Management
$598.9M

Fee Structure

Minimum Investment:None

Location

Holmes Beach, FL

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History

Regulatory History (1)
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Regulatory
October 2002
Final
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Other Business Activities

William wrote an article for a hobby magazine and received compensation. He also operates under the DBAs Tyler-Stone Group and Tyler-Stone Wealth Management, LLC, spending about 10-20% of his time on the former and nearly full-time on the latter providing investment advisory services.

Employment History
Current Registrations
Tyler-Stone Wealth Management, LLC
February 2019 - Present · 7 yrs
LPL Financial LLCBroker
August 1992 - Present · 33 yrs 6 mos
Previous Registrations
LPL Financial LLC
February 1993 - May 2019 · 26 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1989 - April 1992 · 2 yrs 6 mos
Dean Witter Reynolds INC.Broker
June 1984 - November 1989 · 5 yrs 5 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.