Tyler Christopher Smith

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

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

• 06/2020 → 06/2021
  Arvest Wealth Management
  Tulsa, OK
• 04/2019 → 06/2020
  Arvest Bank
  Stillwater, OK
• 06/2018 → 07/2019
  Walmart
  Stillwater, OK
• 03/2016 → 05/2018
  Walmart
  Pittsburg, KS
• 06/2021 → 09/2023
  Arvest Wealth Management
  Bartlesville, OK
• 09/2023 → 08/2024
  Conocophillips
  Bartlesville, OK
• 11/2024 → 01/2025
  Perspective Advisors
  Bartlesville, OK
• 11/2024 → 01/2025
  Perspective Management Company, Llc
  Bartlesville, OK
• 01/2025 → 04/2026
  Waterstone Private Wealth Management
  Owasso, OK
• 01/2025 → 04/2026
  Cwm, Llc Dba Carson Partners - Crd # 155344
  Owasso, OK
• 01/2025 → 04/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2026 → Present
  Mariner
  Overland Park, KS

Previous Registrations

• 2025-01-21 → 2026-04-06
  Cwm, Llc
  Omaha, NE
  Owasso, OK
• 2024-12-20 → 2025-01-10
  Perspective Advisors, Llc
  Bartlesville, OK
• 2020-09-15 → 2023-09-06
  Arvest Wealth Management
  Bartlesville, OK
  Tulsa, OK
  Lowell, AR
  Bartlesville, OK
  Bartlesville, OK
  Nowata, OK
  Dewey, OK

Exams

• S66 Uniform Combined State Law Examination
  2020-09-15

Other Names

• Tyler C Smith