Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Frech is an investment advisor representative at Captrust. Tyler has been working in the financial services industry since November 1992 and has a wide range of experience, having previously worked at firms such as LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Financial Services Inc. Tyler is a Certified Financial Planner and is registered to provide investment advisory services in Virginia.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
02/07/2025 - Present
Captrust (Alexandria VA)
VA
08/20/2015 - 10/05/2018
LPL FINANCIAL LLC (ALEXANDRIA VA)
VA
01/29/2014 - 07/07/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
NJ
04/30/2012 - 01/17/2014
HENNION & WALSH, INC. (PARSIPPANY NJ)
VA
01/28/2004 - 09/25/2006
FIRST TENNESSEE BROKERAGE, INC. (RICHMOND VA)
NJ
07/06/2001 - 01/12/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/22/1994 - 07/11/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/18/1988 - 08/04/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/18/1988 - 08/04/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
11/18/1986 - 11/16/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 06/06/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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