Unclaimed
Tyler Gary Brass is a financial advisor with Raymond James Financial Services Advisors, Inc. Tyler has been in the industry since 2007 and holds a Series 66, Series 7 and Series 24 license. Tyler has previously worked at Raymond James & Associates, Inc., AXA Advisors, LLC, CADARET, GRANT & CO., INC., and CITIGROUP GLOBAL MARKETS INC. Tyler's current firm is a large advisory firm located in Saint Petersburg, FL. The firm has over 6,000 clients with assets under management of over $344 billion. Tyler works with a wide range of clients, including individuals, corporations, insurance companies, pension plans, charitable organizations, and state and municipal government entities. Tyler's firm provides a wide range of financial planning services, including investment management, retirement planning, college savings, and estate planning. Tyler's experience and expertise make him a valuable resource for clients seeking financial advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
03/20/2020 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
FL
04/01/2015 - 03/09/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
08/21/2012 - 03/25/2015
AXA ADVISORS, LLC (SYRACUSE NY)
NY
06/08/2009 - 08/02/2012
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
08/30/2007 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (SYRACUSE NY)
BOTH
Issued 09/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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