Tyler Pellerito
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
12 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- United Planners' Financial Services of America A Limited PartnerSep 2022 to now
- United Planners Financial ServicesSep 2022 to now
- Success Financial Group LLCMay 2022 to now
- Cetera Advisor NetworksJun 2022 to Sep 2022
- Scott's Body ShopDec 2020 to May 2022
- J.P. Morgan Securities LLCJul 2020 to Dec 2020
- JPMorgan Chase Bank, N.A.Jul 2018 to Jul 2020
- Blue Cow CafeNov 2014 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 6491928
- Firm CRD
- 20804