Tyler Elliott Neese
Investment adviser representative at Financial Security Advisory Inc
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Covenant Classical Community SchoolAug 2024 to now
- Financial Security Advisory IncJan 2021 to now
- Financial Security Management, Inc.Jan 2021 to now
- Bank of America, N.A.Sep 2018 to Jan 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2018 to Jan 2021
- UnemployedJun 2018 to Aug 2018
- Dominos PizzaJul 2017 to Jun 2018
- Christopher Newport UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
Financial Security Advisory Inc
$1.9BAssets managed
3,393Clients
30Advisers
29 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
- 7005789
- Firm CRD
- 110746