Tyler Turtoro is a registered investment advisor at Herold Advisors, INC., based in Staten Island, NY, with 7 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 523 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All management fees charged are subject to negotiation with each client.
Fee Estimator
Location
1190 Hylan Blvd, Staten Island, NY, 10305
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Tyler is registered as an investment advisor with Herold Advisors, spending a few hours per week on sales. Most of this time is during securities trading hours.
Employment History
Current Registrations
Herold Advisors, INC.
Herold & Lantern Investments, INC.Broker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
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.