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Tyler Wilhelm Saile

Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm 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
  • Seminars and workshops

Experience

10 years in the industry.

  1. Cetera Investment Advisers LLCMay 2025 to now
  2. Cetera Investment Services LLCMay 2025 to now
  3. Osaic Wealth, Inc.Aug 2024 to Apr 2025
  4. Triad AdvisorsMar 2021 to Aug 2024
  5. Triad Hybrid SolutionsMar 2021 to Aug 2024
  6. LPL Financial, LLCOct 2017 to Mar 2021
  7. Sequoia Wealth ManagementOct 2017 to Mar 2021
  8. The Vanguard Group, Inc.Jun 2016 to Sep 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 2 states (AZ, TX).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
6492261
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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