Tyler Chadwick French

Employer firm

Hb Wealth CRD 316731

$30.2B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 01/2025 → Present
  Hb Wealth Management, Llc
  Towson, MD
• 12/2024 → 01/2025
  Wms Partners
  Towson, MD
• 07/2023 → 12/2024
  Founders Financial, Llc
  Towson, MD
• 09/2021 → 07/2023
  Stepstone Group
  Owings Mills, MD
• 05/2021 → 08/2021
  Finra
  Rockville, MD
• 08/2018 → 08/2022
  University Of Maryland
  College Park, MD
• 08/2014 → 05/2018
  Calvert Hall College High School
  Towson, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-21

Other Names

• Tyler French