Tyler Brooks, financial advisor San Francisco CA

Tyler Brooks

CRD Number: 6690507
Current Firm: Perigon Wealth Management, LLC

Tyler Brooks (CRD# 6690507) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.

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Perigon Wealth Management, LLC
Company Name Location Dates Years
Perigon Wealth Mangement, LLC San Francisco, CA Jan 2021 - Current < 1
Insight Wealth Strategies, LLC San Ramon, CA Jan 2020 - Dec 2020 < 1
Amcom Data Processing Alamo, CA Mar 2018 - Sep 2020 2
Ritz Carlton San Francisco, CA Jan 2015 - Jun 2020 5
Lpl Financial Castro Valley, CA Jun 2019 - Dec 2019 < 1
Ameritas Investment Corp Lincoln, NE Jan 2018 - Jun 2019 1
Ameritas Life Insurance Corp Lincoln, NE May 2017 - Jun 2019 2
David White And Associates San Ramon, CA Mar 2016 - May 2017 1
Michael Mina San Francisco, CA Oct 2014 - Jan 2015 < 1
Postino Restaurant Lafayette, CA Mar 2014 - Oct 2014 < 1
Piatti Restaurant Danville, CA Mar 2013 - Mar 2014 1
Unemployed Alamo, CA Jan 2011 - Mar 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2018
Contact Info for Tyler W. Brooks
Phone Number: 415-430-4140
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,366
    MILLIONS
  • Total Number of Accounts
    1,047
    ACCOUNTS
  • Average Account Value
    $2,259,790
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, HI, IL, LA, MA, MD, MT, NE, NH, NJ, NM, NY, OR, PA, TX, VA, WA

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