Tyler Resch (CRD# 6662358) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Uniondale, NY and has over 7 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | New York, NY | Sep 2023 - Current | < 1 |
| Key Investment Services LLC | Brooklyn, OH | Apr 2022 - Aug 2023 | 1 |
| Key Investment Services LLC | Plymouth Meeting, PA | Apr 2020 - Apr 2022 | 2 |
| Keybank | Nanuet, NY | Oct 2019 - Apr 2022 | 2 |
| Key Investment Services LLC | Plymouth Meeting, PA | Oct 2019 - Apr 2020 | < 1 |
| Citigroup | Scarsdale, NY | Jun 2018 - Oct 2019 | 1 |
| Key Investment Services LLC | Poughkeepsie, NY | Jul 2017 - Jun 2018 | < 1 |
| Keybank | Pearl River, NY | Jun 2017 - Jun 2018 | 1 |
| Nylife Securities LLC | New Windsor, NY | Sep 2016 - Jun 2017 | < 1 |
| New York Life Ins. Company | New Windsor, NY | Jun 2016 - Jun 2017 | 1 |
| Bankers Life | Suffern, NY | May 2011 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- NY
-
Total Assets Under Management40,516MILLIONS
-
Total Number of Accounts53,880ACCOUNTS
-
Average Account Value$751,976
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.