Tyler Samuel Bolyard
Investment adviser representative at Kestra Private Wealth Services, LLC
13 yearsExperience
2 statesRegistered in
$13.5BFirm assets
15 yearsFirm in business
Are you Tyler Samuel Bolyard? 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
13 years in the industry.
- Kestra Private Wealth Services, LLCMay 2020 to now
- Kestra Investment ServicesMay 2020 to now
- Wells Fargo Clearing Services, LLCNov 2016 to May 2020
- Wells Fargo Advisors, LLCAug 2013 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 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
- 5983044
- Firm CRD
- 155193