Tyler Josephs

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 09/2016 → 01/2017
  Pie Society
  San Marcos, TX
• 04/2017 → 07/2018
  Charles Schwab & Co., Inc.
  Forest Hills, NY
• 08/2012 → 12/2016
  Texas State University
  San Marcos, TX
• 07/2018 → 07/2020
  Charles Schwab & Co., Inc.
  Forest Hills, NY
• 07/2020 → 04/2022
  Better Mortgage
  New York, NY
• 04/2022 → 06/2024
  Td Ameritrade, Inc.
  New York, NY
• 09/2022 → Present
  Charles Schwab & Co., Inc.
  New York City, NY
• 04/2025 → Present
  Charles Schwab Bank, Ssb
  New York City, NY

Other Businesses

1) Hinge | Investment Related:No|Other|Interviewee|6/26/2025|Less than 20|0|I am being interviewed about my relationship with my fiancee and how we met on the Hinge dating application.

Exams

• S66 Uniform Combined State Law Examination
  2025-02-21
• S63 Uniform Securities Agent State Law Examination
  2017-10-10

Other Names

• Tyler Josephs
• Tyler Dimmitri Josephs