Tyler McConville, financial advisor Baltimore MD

Tyler McConville

CRD Number: 6223829
Current Firm: Facet

Tyler McConville (CRD# 6223829) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 9 years of experience in the finance industry. Tyler McConville has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Facet Wealth Baltimore, MD Aug 2020 - Current 3
Unemployed Verona, WI Jun 2020 - Aug 2020 < 1
Sva Plumb Wealth Management, LLC Madison, WI Oct 2018 - Jun 2020 1
Sva Financial Middleton, WI Oct 2018 - Jun 2020 1
Princeton Club Fitchburg, WI May 2018 - Oct 2018 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2018 - Jun 2018 < 1
Northwestern Mutual Investment Services LLC Middleton, WI May 2018 - Jun 2018 < 1
Unemployed Verona, WI Dec 2017 - May 2018 < 1
Edward Jones Verona, WI Jul 2017 - Dec 2017 < 1
Ameriprise Financial Minneapolis, MN Jul 2013 - Jun 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Tyler McConville
Phone Number: (443)376-6222
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    2,545
    MILLIONS
  • Total Number of Accounts
    24,977
    ACCOUNTS
  • Average Account Value
    $101,880
Compensation Options
  • 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

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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