Tyler Bolin is a registered investment advisor, based in Concord, CA, with 4 years of industry experience.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
Get directionsHistory
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 works full-time as a business development consultant for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in April 2024.
Employment History
Current Registrations
Assetmark Brokerage, LLC
June 2025 - Present · 11 mos
Assetmark Brokerage, LLCBroker
June 2025 - Present · 11 mos
Assetmark, INC.
May 2024 - Present · 2 yrs
Previous Registrations
Bolin Wealth Management, LLC
July 2015 - December 2017 · 2 yrs 5 mos
Rede Wealth, LLC
February 2015 - June 2015 · 4 mos
State Registrations1 state
FL
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.