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
  • Total Number of Accounts
  • Average Account Value
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


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