Tyler E. George
Investment adviser representative at The Wealth Alliance, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm 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
Experience
11 years in the industry.
- Purshe Kaplan Sterling Investments, Inc.Aug 2026 to now
- The Wealth Alliance, LLCAug 2026 to now
- Fidelity InvestmentsOct 2021 to Jul 2026
- The Vanguard Group, Inc.Jun 2021 to Oct 2021
- Community Connection Healthcare, LLCDec 2020 to Jan 2021
- H-mac Systems Inc.May 2020 to Aug 2020
- Bucknell UniversityAug 2017 to May 2021
- Weston Golf ClubMay 2016 to May 2020
- Sudbury ComputerJan 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
The Wealth Alliance, LLC
$2.1BAssets managed
1,232Clients
12Advisers
7 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
- 7388850
- Firm CRD
- 305052