TB
TB

Tyler Brass

18 Years of Experience
Harrisonburg, VA
Broker

Tyler Brass is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Harrisonburg, VA, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

4149 Quarles Court, Harrisonburg, VA, 22801

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2020 - Present · 6 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
April 2015 - March 2020 · 4 yrs 11 mos
Raymond James & Associates, INC.Broker
April 2015 - March 2020 · 4 yrs 11 mos
AXA Advisors, LLCBroker
August 2012 - March 2015 · 2 yrs 7 mos
AXA Advisors, LLC
August 2012 - March 2015 · 2 yrs 7 mos
Cadaret, Grant & CO., INC.Broker
June 2009 - August 2012 · 3 yrs 2 mos
Cadaret Grant & CO INC
June 2009 - August 2012 · 3 yrs 2 mos
Citigroup Global Markets INC.Broker
August 2007 - May 2009 · 1 yr 9 mos
State Registrations1 state
VA
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.