Tyler Jacob Leve

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 06/2018 → Present
  Charles Schwab & Co., Inc.
  Orlando, FL
• 08/2016 → Present
  Coastline Media Distribution
  Deland, FL
• 08/2016 → 04/2018
  Stetson University
  Deland, FL
• 11/2021 → Present
  Schwab Wealth Advisory Inc
  Orlando, FL

Other Businesses

1) Coastline Media Distribution | Investment Related:No|421 N Woodland Blvd|DeLand|FL|32723|USA|Advertising|Vice President of Sales and Marketing|8/1/2016|Less than 20|0|I am in charge of the distribution of magazines and advertisements throughout the Space Coast of Florida. I manage a team of distributors, however, my physical distribution days are over. I just make sure the team picks up and distributes for me, and I manage and take a percentage of the route.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-29
• S63 Uniform Securities Agent State Law Examination
  2018-08-03

Designations

• Certified Financial Planner