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Tyrell Smith

Thepartners Wealth Management

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About Tyrell Smith

Tyrell Smith is a financial advisor registered with ThePartners Wealth Management. Tyrell has been in the industry since 2020 and has experience working with individual clients, corporations, and pension plans. Tyrell holds the Series 7, 66, and SIE securities licenses and is registered as an investment advisor representative in several states. Tyrell is also a licensed insurance agent and offers fixed annuities, life and health insurance products, and company management services.

Firm Information

Tyrell Smith is currently registered with Thepartners Wealth Management. Thepartners Wealth Management is a financial advisory firm based in Monterey, California. The firm provides financial planning, portfolio management, and selection of other advisers. They serve individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. They manage approximately $172.5 million in assets.
Thepartners Wealth Management

299 WEBSTER STREET

MONTEREY, CA 93940

$172.53M

Assets Under Management

Not reported

Total Clients

9

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tamp program/model manager/sub advisor

Tamp program/model manager/sub advisor

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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Tyrell Smith’s Registration & Firm History

AZ

01/17/2025 - Present

Thepartners Wealth Management (St Johns AZ)

MI

02/18/2020 - 01/19/2021

LPL FINANCIAL LLC (TROY MI)

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Licenses & Designations

BOTH

Issued 03/05/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/18/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tyrell Smith.
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