Tyler James Abney
Investment adviser representative at Tidemark, LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$462.5MFirm assets
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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
Experience
18 years in the industry.
- Tidemark, LLCSep 2023 to now
- LPL Financial, LLCAug 2008 to Mar 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Tidemark, LLC
$462.5MAssets managed
873Clients
8Advisers
3 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
- 5138196
- Firm CRD
- 327611