Tyler Lawrence Wood
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$915.8BFirm 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 feeCommissionsOther
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.
- UBS Financial Services, Inc.Apr 2019 to now
- TD AmeritradeJun 2017 to Apr 2019
- Saint Alphonsus Regional Medical CenterOct 2016 to May 2017
- Boise State UniversityAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 6824469
- Firm CRD
- 8174