Robert Tyler Craig

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2020 → 12/2023
  Olde Wealth Management Llc
  Draper, UT
• 02/2010 → Present
  Tc Trading Inc
  Eagle Mountain, UT
• 01/2018 → 12/2020
  Purple Pines Llc
  Draper, UT
• 12/2023 → Present
  Raymond James Financial Services, Inc.
  American Fork, UT
• 12/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  American Fork, UT
• 12/2023 → Present
  Not Provided (S Corp)
  American Fork, UT
• 12/2023 → 01/2025
  N/A
  American Fork, UT

Previous Registrations

• 2020-08-18 → 2023-12-01
  Olde Wealth Management, Llc
  Sammamish, WA

Other Businesses

(1)Name of Business: CH Retirement Income Planning Address: 1024 E Bamberger Dr, American Fork, UT, 84003-5504, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-01-11
• S65 Uniform Investment Adviser Law Examination
  2020-07-10

Other Names

• Tyler Craig