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Tyler Lee Van donge

Schwab Wealth Advisory, Inc.

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About Tyler Lee Van donge

Tyler Van donge is a financial advisor at Schwab Wealth Advisory, Inc. Tyler has been in the financial services industry since 2010 and is registered with the state of Florida and Texas. Tyler is a Certified Financial Planner (CFP®) and specializes in investment management for both individuals and businesses.

Firm Information

Tyler Van donge is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Tyler Van donge’s Registration & Firm History

FL

07/09/2021 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

FL

01/20/2015 - 04/20/2016

METLIFE SECURITIES INC. (ORLANDO FL)

FL

09/02/2014 - 12/19/2014

SUNTRUST INVESTMENT SERVICES, INC. (SARASOTA FL)

FL

11/10/2010 - 08/12/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PETERSBURG FL)

FL

05/25/2010 - 11/01/2010

CHASE INVESTMENT SERVICES CORP. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 09/27/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/02/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Tyler Lee Van donge.
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