Tyler Cruz (CRD# 6695960) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Poquoson, VA and has over 7 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hornor Townsend & Kent Inc. | Horsham, PA | Aug 2016 - Current | 7 |
| Penn Mutual Life Ins Co | Horsham, PA | Jun 2016 - Current | 7 |
| University Of Kentucky | Lexington, KY | Aug 2012 - May 2016 | 3 |
| Weatherflow | Poquoson, VA | May 2013 - Aug 2015 | 2 |
| Boone Tennis Center | Lexington, KY | Sep 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2017 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- VA
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Total Assets Under Management6,864MILLIONS
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Total Number of Accounts30,467ACCOUNTS
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Average Account Value$225,288
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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