TP
CFP
TP
CFP

Tyler Pell

25 Years of Experience
Tampa, FL
Broker

Tyler Pell is a CFP-designated registered investment advisor, based in Tampa, FL, with 25 years of industry experience.

Location

4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634

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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 the Owner/President of Stella Polaris Consulting & Wealth Management, LLC, where he meets with clients to help them achieve their financial objectives. This activity takes up a full-time commitment.

Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
September 2023 - Present · 2 yrs 8 mos
J. W. Cole Advisors, INC.
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2015 - September 2023 · 8 yrs 6 mos
Cetera Financial Specialists LLCBroker
March 2015 - September 2023 · 8 yrs 6 mos
Strategic Advisers, INC.
January 2014 - January 2015 · 1 yr
Fidelity Brokerage Services LLCBroker
January 2014 - January 2015 · 1 yr
J.P. Morgan Securities LLC
October 2012 - August 2013 · 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2013 · 10 mos
Chase Investment Services CORP.
July 2010 - October 2012 · 2 yrs 3 mos
Chase Investment Services CORP.Broker
June 2010 - October 2012 · 2 yrs 4 mos
Genworth Financial Advisers Corporation
February 2003 - February 2010 · 7 yrs
Genworth Financial Securities CorporationBroker
August 2002 - February 2010 · 7 yrs 6 mos
Capital Brokerage CorporationBroker
March 2001 - August 2002 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
November 1999 - January 2001 · 1 yr 2 mos
American Express Financial Advisors INC.Broker
November 1999 - January 2001 · 1 yr 2 mos
State Registrations5 states
AZFLILMINY
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.