Tyler Peterson, financial advisor Mount Pleasant SC

Tyler Peterson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Tyler Peterson
Phone Number: (843) 654-1211
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    57
    MILLIONS
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $284,269
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
Types of Clients
Registered States

SC

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