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Tyler Eckstein

5 Years of Experience
Cincinnati, OH
Broker

Tyler Eckstein is a registered investment advisor at Cetera Investment Advisers LLC, based in Cincinnati, OH, with 5 years of industry experience. Tyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

9600 Colerain Ave, Cincinnati, OH, 45251

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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 works as a staff accountant at Long, Schaefer & Co., Inc., a CPA firm, nearly full-time. He also works as a wealth management assistant at Long Schaefer Financial Advisors, LLC, dedicating about 10-20% of his time to assisting an advisor with client questions, paperwork, and organization.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
July 2020 - September 2025 · 5 yrs 2 mos
Avantax Investment Services, INC.Broker
July 2020 - September 2025 · 5 yrs 2 mos
State Registrations3 states
INKYOH
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 Eckstein - Financial Advisor | TrueAdvisor