Tyler Kaleiiokalani Forsythe

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 06/2017
  Jpmorgan Securities Llc
  Sammamish, WA
• 06/2017 → 04/2019
  Unionbanc Investment Services
  Woodinville, WA
• 04/2019 → 06/2021
  Wise Planning,Inc
  Seattle, WA
• 06/2021 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ

Previous Registrations

• 2019-04-15 → 2021-06-09
  Wise Planning, Inc.
  Seattle, WA
• 2017-06-15 → 2019-04-15
  U.S. Bancorp Advisors, Llc
  Woodinville, WA
  Seattle, WA
  Mill Creek, WA
  Kirkland, WA
• 2014-08-21 → 2017-06-22
  J.P. Morgan Securities Llc
  Sammamish, WA
  Issaquah, WA
  Sammamish, WA
• 2013-08-02 → 2014-08-04
  Charles Schwab & Co., Inc.
  Oak Brook, IL

Other Businesses

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-08-16
• S66 Uniform Combined State Law Examination
  2013-08-02

Designations

• Certified Financial Planner

Other Names

• Tyler Kaleiiokalani Forsythe
• Tyler Kaleiokalani Forsythe
• Tyler Lawrence Forsythe
• Tyler L K Forsythe
• Tyler Forsythe