Tyler Anthony Soares
Investment adviser representative at Zhang Financial
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$8.4BFirm 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 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.
- Zhang Financial LLCJun 2023 to now
- Wellington ManagementAug 2021 to May 2023
- UnemployedApr 2021 to Jul 2021
- Morgan StanleyJul 2019 to Mar 2021
- Morgan StanleyJun 2018 to Aug 2018
- JP MorganJun 2017 to Aug 2017
- Columbia UniversityAug 2016 to May 2019
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MI).
Zhang Financial
Legal name: Zhang Financial LLC
$8.4BAssets managed
2,331Clients
20Advisers
14 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
- 6968494
- Firm CRD
- 159257