Tyler C Clark
Investment adviser representative at United Capital Financial Advisors
11 yearsExperience
3 statesRegistered in
$24.6BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Integrity Alliance, LLCMar 2026 to now
- United Capital Financial Advisors, LLCJan 2026 to now
- Morgan StanleyOct 2025 to Dec 2025
- Fidelity InvestmentsMar 2025 to Oct 2025
- Fidelity Brokerage ServicesAug 2020 to Oct 2025
- Morgan StanleyOct 2018 to Aug 2020
- Edward JonesFeb 2018 to Jul 2018
- Keller Williams Capital RealtyNov 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (AZ, CO, LA).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5073212
- Firm CRD
- 134600