Tyler Cinelli (CRD# 5688437) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has over 14 years of experience in the finance industry.
CRD# 6593537
Edward Jones
CRD# 5303702
Manchester Capital Management LLC
CRD# 4477713
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Williams Financial LLC | Bennington, VT | Aug 2017 - Current | 6 |
| Lt Trust | Shaftsbury, VT | Feb 2017 - Jul 2017 | < 1 |
| America's Best 401k | Shaftsbury, VT | Sep 2016 - Feb 2017 | < 1 |
| Park Avenue Securities LLC | Boston, MA | Mar 2015 - Sep 2016 | 1 |
| Guardian Investor Services | Boston, MA | Oct 2013 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2017 |
- NY
- VT
-
Total Assets Under Management174MILLIONS
-
Total Number of Accounts797ACCOUNTS
-
Average Account Value$218,912
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, MA, NH, NY, TX, VT
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