TT
TT

Tyler Joseph Turtoro

7 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
523 clients
Average Client Portfolio
$936K average
Assets Under Management
$489.7M

Fee Structure

Financial Planning:Investment management only
Loading...

Location

1190 Hylan Blvd, Staten Island, NY, 10305

Get directions

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.

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 & Lantern Investments, INC.Broker
October 2022 - Present · 3 yrs 4 mos
Herold Advisors, INC.
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
MML Investors Services, LLCBroker
August 2022 - October 2022 · 2 mos
MML Investors Services, LLC
August 2022 - October 2022 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2018 - August 2022 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2018 - August 2022 · 4 yrs 3 mos
State Registrations6 states
CTFLMANJNYRI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Tyler Joseph Turtoro - Financial Advisor | TrueAdvisor