Taryn Bertetto is a CFP-designated registered investment advisor, based in Austin, TX, with 13 years of industry experience. Taryn is also registered as a broker, so some compensation may come from commissions on products sold.
Location
807 Las Cimas Parkway, Suite 325, Austin, TX, 78746
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 ActivitiesSells Insurance
Taryn is support staff at Steward Partners Investment Advisory, LLC and an insurance agent. She also owns Bertetto Quality Trailers and Parts, Bertetto Services (payroll services), and The Dooley Group (support company/DBA), dedicating about a quarter of her time to Bertetto Quality Trailers and Parts and minimal time to Bertetto Services.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wells Fargo Clearing Services, LLCBroker
State Registrations15 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.
Exams
More Advisors
- Carlos Lowenberg, ChFCMasterpiece Capital, LLC
- Alexander Hallum, CFPPer Stirling Capital Management, LLC
- Charles Murphy, CFALiberty Park Capital Management, LLC
- Dennis Chamberlain, CFP
- Paul Lueb, CFPMaslow Wealth Advisors
- Fenny Jie, CFABok Financial Private Wealth, INC.