Tyler Richard Cinelli
Investment adviser representative at Williams Financial, LLC
1 yearExperience
2 statesRegistered in
CFP® certificationDesignation
$209.9MFirm 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
1 year in the industry.
- Williams Financial, LLCAug 2017 to now
- Lt TrustFeb 2017 to Jul 2017
- America's Best 401kSep 2016 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (NY, VT).
Williams Financial, LLC
$209.9MAssets managed
267Clients
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
- 5688437
- Firm CRD
- 137038