Daniel Hamilton Bralliar

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 12/2004 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  University Heights, OH
• 01/2015 → Present
  Tyler-Stone Wealth Management, Llc
  University Heights, OH

Previous Registrations

• 2015-01-22 → 2025-12-15
  Tyler-Stone Wealth Management, Llc
  University Heights, OH
  Beachwood, OH
• 2000-01-01 → 2004-12-17
  Osaic Fa, Inc.
  University Heights, OH

Other Businesses

(1) 12/15/2004 - DBA ONLY - THE TYLER-STONE GROUP - UNIVERSITY HEIGHTS, OH (2) 12/17/2004 - NON-VARIABLE INSURANCE - SELL LIFE, DISABILITY, LTC, FIXED ANNUITIES, IND. & GRP. HEALTH - UNIVERSITY HEIGHTS, OH (3) 06/10/2010 - JJBBF OF USA - MARTIAL ARTS ORGANIZATION - EXECUTIVE SECRETARY FOR THE JIU-JITSU BLACK BELT FEDERATION OF THE USA. DUTIES ARE 100% ADMINISTRATIVE INCLUDING FILING BLACK BELT MEMBERSHIP PAPERWORK AND PROOF READING ANNUAL NEWSLETTER FROM THE GRAND MASTER. - 1% OF TIME SPENT (4) 5/1/2018 - Tyler-Stone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/01/2015 - 60 Hours Per Month/3 Hours During Securities Trading - I provide investment advisory services through Tyler-Stone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 02/2015. I expect to spend approximately 60 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 1/13/2022 - Mayfield Academy of Self-Defense - Not Investment Related - 5815-A Mayfield Road, Mayfield Heights, Ohio 44124 - Other-Martial Arts School - Partner/Chief Instructor - Started 08/01/2021 - 16 Hours Per Month/0 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-06-13

Other Names

• Daniel H Bralliar