Tyler Matthew Petley
Investment adviser representative at Strategic Advisers LLC
16 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Strategic Advisers LLCJul 2026 to now
- Fidelity InvestmentsApr 2026 to now
- UnemployedDec 2024 to Apr 2026
- PNC InvestmentsJun 2021 to Dec 2024
- PNC Bank Aml DepartmentNov 2020 to Jun 2021
- PNC InvestmentsOct 2010 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 5564420
- Firm CRD
- 104555