Tyler Yim
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 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
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Mar 2026 to now
- OsaicSep 2023 to now
- Stephen Ng Financial Group, LLCMay 2023 to now
- Alliance Community HealthcareOct 2022 to May 2023
- 1100 DentalJan 2021 to Oct 2022
- Princeton Smile Dental StudiosJun 2020 to Sep 2021
- Temple University Kornberg School of DentistryMay 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7732987
- Firm CRD
- 23131