Tyler Deleon
Investment adviser representative at Accolade Asset/liability Advisory Services
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
18 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Accolade Asset/liability Advisory ServicesOct 2024 to now
- Charles Schwab & Co., Inc.Jul 2023 to Oct 2024
- Charles Schwab Bank, SsbJul 2023 to Oct 2024
- J.P. Morgan Securities LLCMay 2023 to Jul 2023
- JPMorgan Chase Bank, N.A.May 2023 to Jul 2023
- UnemployedMar 2023 to Apr 2023
- Charles Schwab & Co., Inc.Mar 2022 to Feb 2023
- UnemployedSep 2021 to Feb 2022
- Charles Schwab & Co., Inc.Jun 2021 to Aug 2021
- UnemployedNov 2020 to May 2021
- Amazon Com Services LLCApr 2020 to Jun 2020
- Cepeda's Good Bull ParkingJan 2020 to Oct 2020
- UnemployedJan 2020 to Mar 2020
- Swiki Anderson & AssociatesSep 2019 to Dec 2019
- Traditions Club Bryan LLCJan 2019 to Oct 2019
- Barnes & Noble CollegeAug 2018 to Jan 2019
- Blinn College BookstoreAug 2018 to Jan 2019
- UnemployedJul 2017 to Jul 2018
- Casa Del TacoDec 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Accolade Asset/liability Advisory Services
Legal name: Accolade Investment Advisory, LLC
$1.6BAssets managed
39Clients
5Advisers
18 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
- 7496891
- Firm CRD
- 145635