Tyler Stephens
Investment adviser representative at Evertern Wealth, LLC
10 yearsExperience
1 stateRegistered in
$1.6BFirm assets
Under 1 yearFirm 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 fee
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.
- Evertern Wealth, LLCApr 2026 to now
- UBS Global Wealth ManagementSep 2023 to Apr 2026
- UBS Financial Services Inc.Jun 2021 to Sep 2023
- Sherwin Williams CompanyFeb 2021 to Jun 2021
- Elon UniversityJan 2016 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Evertern Wealth, LLC
$1.6BAssets managed
233Clients
5Advisers
Under 1 yearIn 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
- 6727573
- Firm CRD
- 340830