Tyler Levy
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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
12 years in the industry.
- Cetera Investment Advisers LLCJun 2026 to now
- Cetera Wealth Services, LLCMay 2026 to now
- Evershore Financial GroupApr 2026 to now
- Charles Schwab & Co., Inc.Jun 2025 to May 2026
- CostcoOct 2024 to Apr 2025
- Costa FarmsMay 2024 to Aug 2024
- Florida International UniversityJun 2023 to Apr 2024
- Americasa MortgageMar 2023 to May 2023
- Full Time EducationAug 2022 to Apr 2024
- Wet WilliesSep 2020 to Nov 2022
- Spill Wine BarOct 2018 to Aug 2020
- Full Time EducationAug 2014 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 8066915
- Firm CRD
- 105644