Tyler Jonathan Smith

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 08/2017 → 08/2018
  Fundseeder
  Boca Raton, FL
• 04/2015 → Present
  Keller Williams Reality
  Boca Raton, FL
• 02/2014 → Present
  Fire Island Homes
  Ocean Beach, FL
• 06/2011 → 08/2017
  Village Of Ocean Beach
  Ocean Beach, NY
• 11/2018 → 12/2019
  David Lerner Associates, Inc
  Boca Raton, FL
• 01/2020 → 10/2021
  David Lerner Associates, Inc
  Boca Raton, FL
• 10/2021 → Present
  David Lerner Associates
  Boca Raton, FL
• 07/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Melville, NY

Previous Registrations

• 2019-07-02 → 2022-07-12
  Spirit Of America Management Corp
  Syosset, NY
  Boca Raton, FL

Other Businesses

Keller Williams Realty, NO, 7280 W.Palmetto Park Rd, Suite 110, Boca Raton, FL 33433--Real Estate Brokerage, Realtor 04/2015-Current, 10 Hours/month, 9/hours/month, Provide real estate services to buyers and seller of residential properties during weekends/non-securities hours Fire Island Homes, NO, 786 Evergreen Walk, Ocean Beach, NY 11770, Real Estate Brokerage, real estate sales person, 02/2014-Current, 5 Hours/month, 0 hours/month, provide real estate services to buyers and sellers of seasonal residential properties during weekends/non securities hours| TJS WEALTH MANAGMENT INC; NON INV RELATED; MELVILLE, NY; S CORP;100% OWNERSHIP; START DATE: 09/06/2024; 5 HRS PER MONTH; 0 HRS DURING TRADING HOURS; | DICHTER PAPPAS GROUP PARTNERSHIP ; INV RELATED; MELVILLE, NY; FINET PRACTISE ;15% OWNERSHIP; START DATE: 07/03/2012; 5 HRS PER MONTH; 0 HRS DURING TRADING HOURS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-14
• S63 Uniform Securities Agent State Law Examination
  2019-02-07

Other Names

• Tyler Jonathan Smith
• Tyler Smith