Tyler Lewis, financial advisor Chagrin Falls OH
90 score

Tyler Lewis

CRD Number: 6431846
Current Firm: Golden Reserve, LLC

Tyler Lewis (CRD# 6431846) is an Investment Advisor Representative working at Golden Reserve, LLC in Chagrin Falls, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Golden Reserve, LLC Chagrin Falls, OH Dec 2011 - Current 6
Global Financial Private Capital, LLC Sarasota, FL Dec 2014 - Apr 2016 1
Advantedge Ravenna, OH Dec 2008 - Oct 2014 5
Business School Cleveland, OH May 2007 - Dec 2008 1
Uic Chicago Chicago, IL Aug 2006 - May 2007 < 1
J.p. Morgan Chicago, IL Jul 2002 - Aug 2006 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Tyler N. Lewis
Phone Number: 855-456-4777
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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