Tyler Eldredge, financial advisor Hyannis MA
83 score

Tyler Eldredge

CRD Number: 5406249
Current Firm: Morgan Stanley

Tyler Eldredge (CRD# 5406249) is an Investment Advisor Representative working at Morgan Stanley in Hyannis, MA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Hyannis, MA Jan 2011 - Current 5
Sears Hyannis, MA Oct 2009 - Dec 2010 1
N/a N/a, MA Nov 2008 - Oct 2009 < 1
American Skandia Shelton, CT Feb 2008 - Oct 2008 < 1
Prudential Insurance Co Of America Shelton, CT Jul 2007 - Jan 2008 < 1
State Street Andover, MA Jan 2007 - Jul 2007 < 1
Putnam Investments Andover, MA Sep 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S66 NASAA Uniform Combined State Law Examination Apr 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Tyler M. Eldredge
Phone Number: 914-225-5510
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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