Tyler Jeffrey Sterk
Investment adviser representative at Kayne Anderson Rudnick Investment Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$39.4BFirm 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 feePerformance-based
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.
- Kayne Anderson Rudnick Investment Management, LLCMay 2022 to now
- Stratos Wealth Partners, LtdAug 2019 to May 2022
- Bank of America, N.A.May 2018 to Aug 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2018 to Aug 2019
- UnemployedOct 2017 to Dec 2017
- Hamilton Tharp, LLP.Aug 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
Kayne Anderson Rudnick Investment Management, LLC
$39.4BAssets managed
24,735Clients
36Advisers
41 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
- 6906889
- Firm CRD
- 104599