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Tyler B Napier

Seneca House Advisors

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About Tyler B Napier

Tyler Napier is an investment advisor representative at Seneca House Advisors. Tyler has been in the industry since 2012, with prior experience at Ameriprise Financial Services, Inc. and Stony Point Wealth Management LLC. Tyler has a Series 7, Series 66, and SIE licenses. Tyler specializes in financial planning, pension consulting, selection of other advisors, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

Firm Information

Tyler Napier is currently registered with Seneca House Advisors. Seneca House Advisors is a registered investment advisor based in Richmond, VA. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. They have approximately $380 million in regulatory assets under management and primarily serve high-net-worth individuals and individuals other than high-net-worth. Seneca House Advisors is dedicated to providing customized investment solutions that meet the unique needs of their clients.
Seneca House Advisors

5609 PATTERSON AVE

RICHMOND, VA 23226

$380.43M

Assets Under Management

2

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Percentage of retirement plan assets under advisement

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Tyler Napier’s Registration & Firm History

VA

10/30/2015 - Present

Seneca House Advisors (RICHMOND VA)

VA

07/20/2012 - 10/27/2015

AMERIPRISE FINANCIAL SERVICES, INC. (RICHMOND VA)

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Licenses & Designations

BOTH

Issued 10/24/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/27/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyler B Napier.
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