Tyler J Stearns

Employer firm

Castle Coast Wealth, LLC CRD 298439

$424M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2014 → 12/2018
  William Litton Dba Litton Financial
  San Diego, CA
• 01/2019 → 12/2019
  Charles O Gillespie Dba Litton Financial Services
  San Diego, CA
• 01/2022 → Present
  Castle Coast Wealth, Llc (Fka Litton Financial, Llc)
  San Diego, CA
• 01/2020 → 12/2021
  Castle Coast Wealth, Llc
  San Diego, CA

Previous Registrations

• 2016-03-29 → 2019-10-04
  Lpl Financial Llc
  La Jolla, CA

Other Businesses

Independent Insurance Agent; spends less than 5% of time on this activity.

Exams

• S66 Uniform Combined State Law Examination
  2016-03-28

Designations

• Certified Financial Planner