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Tyler Nelson

Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
2 statesRegistered in
$501BFirm assets
51 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 feeCommissions

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.

  1. Raymond James & Associates, Inc.Feb 2024 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Feb 2024
  3. Deerwood Country ClubJun 2018 to Jul 2021
  4. Stonewood GrilleMar 2018 to Jun 2018
  5. Bite SquadJan 2018 to Mar 2018
  6. University of North FloridaAug 2017 to Mar 2018
  7. Smoke CityMay 2017 to Aug 2017
  8. University of North FloridaAug 2016 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Raymond James & Associates, Inc.

$501BAssets managed
531,617Clients
5,571Advisers
51 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
7421857
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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