Tyler John Groh
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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
Experience
10 years in the industry.
- Kestra Advisory Services, LLCSep 2026 to now
- Kestra Investment Services, LLCJul 2024 to now
- Charles Schwab & Co., Inc.Feb 2023 to Jun 2024
- UnemployedNov 2022 to Feb 2023
- OrchardApr 2022 to Nov 2022
- Texas Division of Emergency MaMar 2021 to Apr 2022
- San Diego State UniversityJan 2018 to Mar 2021
- SubwayFeb 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 7696517
- Firm CRD
- 283330