Tyler Joseph Turtoro
Investment adviser representative at Herold Advisors, Inc.
9 yearsExperience
1 stateRegistered in
$540.2MFirm assets
50 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
9 years in the industry.
- Herold & Lantern Investments, Inc.Oct 2022 to now
- Herold Advisors, Inc.Oct 2022 to now
- Mass Mutual Insurance CompanyAug 2022 to Oct 2022
- MML Investors Services, LLCAug 2022 to Oct 2022
- Bank of America, N.A.May 2018 to Jul 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2018 to Jul 2022
- MufgDec 2013 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
Herold Advisors, Inc.
$540.2MAssets managed
563Clients
8Advisers
50 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
- 5872949
- Firm CRD
- 105090