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Tyler Dubay

10 Years of Experience
Milton, GA
Broker

Tyler Dubay is a registered investment advisor at Cohen & Steers Capital Management INC., based in Milton, GA, with 10 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 166 clients with $81B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
18 advisors
Number of Clients
166 clients
Average Client Portfolio
$487.9M average
Assets Under Management
$81.0B

Fee Structure

Investment management only (planning not offered)

Cohen & Steers manages investments for institutional separate accounts, charging fees based on a percentage of the assets in each client's portfolio. In some cases, they may also receive a performance-based fee. The specific fees are negotiated with each client and can vary from the standard fees listed in the brochure. Cohen & Steers also provides investment advisory services to separately managed account programs, receiving a portion of the fee charged to participants by the program sponsor.

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Location

Milton, GA

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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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Other Business Activities

Tyler is an access/supervised person of Principal Global Investors, LLC and will perform certain functions for Principal Global Investors, Inc and its affiliates.

Employment History
Current Registrations
Cohen & Steers Capital Management INC.
August 2025 - Present · 8 mos
Cohen & Steers Securities, LLC
August 2025 - Present · 8 mos
Cohen & Steers Securities, LLCBroker
August 2025 - Present · 8 mos
Previous Registrations
Principal Securities, INC.Broker
July 2024 - August 2025 · 1 yr 1 mo
Principal Asset Management
February 2022 - August 2025 · 3 yrs 6 mos
Principal Funds Distributor, INC.Broker
January 2022 - August 2025 · 3 yrs 7 mos
Invesco Advisers, INC.
July 2019 - January 2022 · 2 yrs 6 mos
Invesco Distributors, INC.Broker
May 2019 - January 2022 · 2 yrs 8 mos
Oppenheimerfunds Distributor, INC.Broker
August 2018 - May 2019 · 9 mos
Stephens
June 2018 - August 2018 · 2 mos
StephensBroker
May 2016 - August 2018 · 2 yrs 3 mos
Montage Securities, LLCBroker
December 2015 - February 2016 · 2 mos
State Registrations4 states
FLGANCSC
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.
Tyler Dubay - Financial Advisor | TrueAdvisor