Tyson Graf, financial advisor Jacksonville FL
89 score

Tyson Graf

CRD Number: 6242732
Current Firm: Strategic Advisers, Inc.

Tyson Graf (CRD# 6242732) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Jacksonville, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services, LLC Jacksonville, FL Aug 2013 - Current 3
Staples Venice, FL Aug 2012 - Aug 2013 1
University Of South Florida Sarasota, FL Aug 2011 - Dec 2012 1
Stein Mart Venice, FL Jul 2011 - Aug 2012 1
Hillsborough Community College Tampa, FL Aug 2010 - Jul 2011 < 1
Skechers Tampa, FL Feb 2011 - Jun 2011 < 1
Sunglass Hut Tampa, FL Sep 2008 - Aug 2010 1
Samsonite Tampa, FL May 2007 - Sep 2008 1
University Of South Florida Tampa, FL Aug 2005 - Aug 2007 2
Oakley Tampa, FL Sep 2006 - Jul 2007 < 1
South County Family Ymca Venice, FL Aug 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
S63 Uniform Securities State Law Examination Nov 2013
Contact Info for Tyson J. Graf
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, MA, 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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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