Dwayne Tyril is a CFA-designated registered investment advisor at Kreitler Financial LLC, based in New Haven, CT, with 7 years of industry experience. Dwayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 173 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.25% |
| $1.3M - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are negotiable based on account size, portfolio composition, and servicing needs.
Fee Estimator
Location
265 Church Street, Suite 501, New Haven, CT, 06510
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
Dwayne is an investor, owner, and member of Big Pickup Basketball LLC, a fitness franchise. He spends a few hours per week on finance and business strategy duties.
Employment History
Current Registrations
Kreitler Financial LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 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
- Alyse UzarskiKreitler Financial LLC
- Jacob Ness, CFPKreitler Financial LLC
- Charles Kreitler, CFPKreitler Financial LLC
- Elizabeth Jones, CFABlakely Harbor Advisors, LLC
- Kenneth Ayers, CFPAyers & Associates, P.C.
- Gilles Marchand, CFAKnights of Columbus Asset Advisors LLC