Tyler-stone Wealth Management, LLC

Tyler-stone Wealth Management, LLC (CRD# 173667) is a financial advisory firm headquartered in Shaker Heights, OH. They manage $150,000,000 in 625 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    625
    ACCOUNTS
  • Average Account Value
    $240,000
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, IN, NY, OH, SC, TX

Financial Advisors at Tyler-stone Wealth Management, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Thomas F. Dowd
CRD#: 3235106
Cleveland, OH
96
Wealthminder
score

Thomas Dowd (CRD# 3235106) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Cleveland, OH and has over 18 years of experience in the finance industry. Thomas Dowd 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.

2
Marc H. Stone
CRD#: 1998550
20820 Chagrin Blvd., Suite 200, Shaker Heights, OH 44122
96
Wealthminder
score

Marc Stone (CRD# 1998550) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Shaker Heights, OH and has over 23 years of experience in the finance industry. Marc Stone 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.

3
William P. Tyler
CRD#: 1072383
20820 Chagrin Blvd., Suite 200, Shaker Heights, OH 44122
96
Wealthminder
score

William Tyler (CRD# 1072383) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Shaker Heights, OH and has over 30 years of experience in the finance industry. William Tyler 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.

4
Daniel H. Bralliar
CRD#: 2800211
University Heights, OH
93
Wealthminder
score

Daniel Bralliar (CRD# 2800211) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in University Heights, OH and has over 20 years of experience in the finance industry.

5
Tina M. Hallier
CRD#: 4785676
20820 Chagrin Blvd., Suite 200, Shaker Heights, OH 44122
93
Wealthminder
score

Tina Hallier (CRD# 4785676) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Shaker Heights, OH and has over 13 years of experience in the finance industry.

6
Gregory J. Harris
CRD#: 4307782
20820 Chagrin Blvd., Suite 200, Shaker Heights, OH 44122
93
Wealthminder
score

Gregory Harris (CRD# 4307782) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Shaker Heights, OH and has over 17 years of experience in the finance industry.

7
Eric J. Heffke
CRD#: 2719295
North Royalton, OH
93
Wealthminder
score

Eric Heffke (CRD# 2719295) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in North Royalton, OH and has over 10 years of experience in the finance industry.

8
Jonathan R. Schonfeld
CRD#: 5475967
20820 Chagrin Blvd., Suite 200, Shaker Heights, OH 44122
93
Wealthminder
score

Jonathan Schonfeld (CRD# 5475967) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Shaker Heights, OH and has over 10 years of experience in the finance industry.

9
Jean M. Stefanov
CRD#: 2430530
20820 Chagrin Blvd., Suite 200, Shaker Heights, OH 44122
93
Wealthminder
score

Jean Stefanov (CRD# 2430530) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Shaker Heights, OH and has over 12 years of experience in the finance industry.

10
Ann K. Davidson
CRD#: 3158143
20820 Chagrin Blvd., Suite 200, Shaker Heights, OH 44122
90
Wealthminder
score

Ann Davidson (CRD# 3158143) is an Investment Advisor Representative working at Tyler-stone Wealth Management, LLC in Shaker Heights, OH and has over 3 years of experience in the finance industry.

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