Tyler David Chacon
Investment adviser representative at Chacon Diaz & Di Virgilio Wealth Management, LLC
10 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$90.3MFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Chacon Diaz & Di Virgilio Wealth Management, LLCJan 2018 to now
- Tapfin/eyJul 2017 to Dec 2017
- Cetera Investment Services LLCJun 2016 to Jul 2017
- Gte Federal Credit UnionJun 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, GA, LA, TX).
Chacon Diaz & Di Virgilio Wealth Management, LLC
$90.3MAssets managed
190Clients
4Advisers
4 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
- 6682950
- Firm CRD
- 154242