Stephen Joseph Tyner
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 yearsFirm 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Genx Financial LLCOct 2022 to now
- Osaic Wealth, Inc.Oct 2022 to now
- Royal Alliance Associates, Inc.Dec 2021 to Oct 2022
- Boston Partners Financial Group LLCJul 2021 to Nov 2021
- Groe Advisors LLCJun 2020 to Jul 2021
- Plymouth State UniversitySep 2017 to May 2020
- University of TampaSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
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
- 7046813
- Firm CRD
- 23131