Tyler Caleb Woodbrey
Investment adviser representative at Symmetry Partners
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$4.7BFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Symmetry Partners, LLCJun 2025 to now
- Cairn AdvisorsFeb 2023 to now
- Iams Wealth ManagementMar 2023 to Jun 2025
- B.O.S.S. Retirement SolutionsJan 2022 to Feb 2023
- Missionary Training CenterAug 2020 to Jan 2022
- TargetMay 2020 to Aug 2020
- StudentMar 2019 to May 2020
- Lds ChurchJul 2018 to Mar 2019
- StudentFeb 2013 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CT, UT).
Symmetry Partners
Legal name: Symmetry Partners, LLC.
$4.7BAssets managed
8,909Clients
21Advisers
24 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
- 7708705
- Firm CRD
- 120982