Tyler Scott Henderson
Investment adviser representative at Monterey Wealth
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$300.1MFirm assets
Are you Tyler Scott Henderson? Claim your profile
Contact this firm
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.
- Monterey WealthDec 2022 to now
- Oxford Financial PartnersJan 2018 to Dec 2022
- MML Investors Services IncOct 2008 to Jan 2018
- Mass MutualAug 2008 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (OH).
Monterey Wealth
Legal name: Monterey Wealth Partners LLC
$300.1MAssets managed
157Clients
4Advisers
6 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
- 5243395
- Firm CRD
- 172577