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Tyler Mitchell Ondatje

Apella Wealth

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About Tyler Mitchell Ondatje

Tyler Ondatje is a financial advisor with Apella Wealth. Tyler has been in the financial services industry since 2014 and is registered to provide investment advice in California and Connecticut. Tyler holds the Series 6, 7, 63 and 66 licenses and is also a Certified Financial Planner. Tyler has experience working with high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth clients.

Firm Information

Tyler Ondatje is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

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 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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percentage of assets

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

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other

Fee for financial planning services. fees for technology.

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Tyler Ondatje’s Registration & Firm History

CA

03/03/2023 - Present

Apella Wealth (Irvine CA)

CA

06/13/2016 - 12/13/2016

J.P. MORGAN SECURITIES LLC (CARLSBAD CA)

CA

11/10/2014 - 04/21/2016

AMERITAS INVESTMENT CORP. (GARDEN GROVE CA)

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Licenses & Designations

BOTH

Issued 04/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2016

Series 7 - General Securities Representative Examination

BC

Issued 11/10/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyler Mitchell Ondatje.
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