Tyler PetersonCRD Number: 7489555
Current Firm: Runey & Associates Wealth Management
Tyler Peterson (CRD# 7489555) is an Investment Advisor Representative working at Runey & Associates Wealth Management in Mount Pleasant, SC and has 1 year of experience in the finance industry.
Truist Advisory Services, Inc.
Lpl Financial LLC
State Farm Investment Management Corp.
|Runey & Associates||Mount Pleasant, SC||Jan 2022 - Current||< 1|
|Unemployed||Pittsburgh, PA||Jun 2021 - Nov 2021||< 1|
|Cohnreznick||Los Angeles, CA||Oct 2020 - Jun 2021||< 1|
|Deloitte||Pittsburgh, PA||Oct 2017 - Oct 2020||3|
|St. Bonaventure University||Allegany, NY||Sep 2016 - Sep 2017||1|
|St. Bonaventure University||Allegany, NY||Sep 2012 - Aug 2016||3|
|Honeoye Falls High School||Lima, NY||Jan 2012 - Sep 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2021|
Total Assets Under Management57MILLIONS
Total Number of Accounts200ACCOUNTS
Average Account Value$284,269
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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