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Tyler Kenneth Sanchez

THE Rice Partnership, LLC

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About Tyler Kenneth Sanchez

Tyler Kenneth Sanchez is a registered investment advisor representative with The Rice Partnership, LLC and Wealthjar Investment Advisory, LLC. Tyler has experience with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Tyler has a Series 7TO, Series 66, and SIE licenses. Tyler offers financial planning, educational seminars, and selection of other advisors.

Firm Information

Tyler Sanchez is currently registered with THE Rice Partnership, LLC. THE Rice Partnership, LLC is a Honolulu, HI-based investment advisor registered with the SEC. The firm provides financial planning and portfolio management services for individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also offer administrative services, educational seminars, and selection of other advisors. The firm manages approximately $609 million in assets for 830 clients.
THE Rice Partnership, LLC

1099 ALAKEA STREET

HONOLULU, HI 96813

$609.37M

Assets Under Management

Not reported

Total Clients

8

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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adminstrative services

Adminstrative services

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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Tyler Sanchez’s Registration & Firm History

HI

05/15/2024 - Present

THE Rice Partnership, LLC (HONOLULU HI)

CA

01/19/2023 - 01/04/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN LUIS OBISPO CA)

CA

10/29/2021 - 11/30/2022

UBS FINANCIAL SERVICES INC. (WALNUT CREEK CA)

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Licenses & Designations

BOTH

Issued 01/07/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/28/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/04/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyler Kenneth Sanchez.
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