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Stephen Michael Tyrrell

Churchill Management Group

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About Stephen Michael Tyrrell

Stephen Tyrrell is an investment advisor representative with Churchill Management Group, a registered investment advisor with headquarters in Los Angeles, CA. Stephen has been in the financial services industry since 1989, working at several firms before joining Churchill Management Group in 2019.

Firm Information

Stephen Tyrrell is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Tyrrell’s Registration & Firm History

WA

03/05/2019 - Present

Churchill Management Group (Vancouver WA)

CA

07/17/2000 - 12/31/2002

PURISIMA SECURITIES, LLC (WOODSIDE CA)

NY

12/24/1997 - 08/21/1998

QUICK & REILLY, INC. (NEW YORK NY)

CA

06/23/1997 - 12/15/1997

GT GLOBAL, INC. (SAN FRANCISCO CA)

CA

02/02/1997 - 04/03/1997

SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)

RI

11/19/1991 - 07/16/1996

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

NJ

12/11/1989 - 01/30/1991

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

12/11/1989 - 01/30/1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 10/03/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/09/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/25/1992

Series 7 - General Securities Representative Examination

BC

Issued 12/08/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Michael Tyrrell.
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