Tyler Rivetti, financial advisor Thousand Oaks CA

Tyler Rivetti

CRD Number: 6159938
Current Firm: Rivetti Investment Services, LLC

Tyler Rivetti (CRD# 6159938) is an Investment Advisor Representative working at Rivetti Investment Services, LLC in Thousand Oaks, CA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Rivetti Financial Group, LLC Thousand Oaks, CA Aug 2014 - Current 9
Rivetti Investment Services, LLC Thousand Oaks, CA Jan 2013 - Current 11
Stephen L. Rivetti Insurance Services, Inc. Agoura Hills, CA Mar 2010 - Current 14
Self Employed Thousand Oaks, CA May 2009 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Tyler L. Rivetti
Phone Number: 818-878-7802
Registered State(s):
  • CA
  • TX
Current Firm Details
Rivetti Investment Services, LLC
Firm's CRD Number: 166720
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $112,261
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, TX

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