TB
TB

Tyler Berry

29 Years of Experience
Franklin, TN
Broker

Tyler Berry is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Franklin, TN, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

4020 Aspen Grove Drive, Suite 520, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tyler is a financial advisor with B. Riley Wealth Management since 2015. He is also a land partner in a real estate development, a board member for a cemetery, and a board member for a college foundation, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
October 2024 - Present · 1 yr 7 mos
Robert W. Baird & CO. IncorporatedBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
B. Riley Wealth Advisors, INC.
August 2022 - November 2024 · 2 yrs 3 mos
B. Riley Wealth ManagementBroker
February 2015 - November 2024 · 9 yrs 9 mos
B Riley Wealth Management
February 2015 - December 2022 · 7 yrs 10 mos
Morgan StanleyBroker
June 2009 - March 2015 · 5 yrs 9 mos
Morgan Stanley
June 2009 - March 2015 · 5 yrs 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2004 - April 2007 · 3 yrs 3 mos
Morgan Stanley Dw INC.Broker
June 2000 - April 2007 · 6 yrs 10 mos
The Robinson-Humphrey Company, LLCBroker
April 1996 - June 2000 · 4 yrs 2 mos
State Registrations27 states
ALAZCACOCTFLGAILKSKYMAMDMIMNMOMSNCNJNYOHPASCTNTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.