Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tyler? Claim Your ProfileTyler Rapp is a registered investment advisor representative with Sgroi Wealth. Tyler has been in the financial services industry since June 2021. Tyler specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Previously, Tyler was registered with LPL Financial LLC. Tyler has passed the Series 66 and Series 7 exams and holds licenses in New York and New Jersey.
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.
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.
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NY
01/19/2023 - Present
Sgroi Wealth (ALBANY NY)
NY
06/02/2021 - 03/02/2023
LPL FINANCIAL LLC (ALBANY NY)
BOTH
Issued 05/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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