Tyler Klein, financial advisor Chicago IL

Tyler Klein

CRD Number: 6950562
Current Firm: Rbc Capital Markets, LLC

Tyler Klein (CRD# 6950562) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chicago, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
City National Bank Chicago, IL May 2022 - Current 2
Rbc Capital Markets LLC Chicago, IL Jun 2019 - Current 5
Hunzinger Construction Company Brookfield, WI Jun 2015 - Jun 2019 4
University Of Wisconsin-madison Madison, WI Aug 2014 - May 2015 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Tyler A. Klein
Phone Number: 212-858-7000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    201,264
    MILLIONS
  • Total Number of Accounts
    451,404
    ACCOUNTS
  • Average Account Value
    $445,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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