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Tyler Blake Hillyer

Ritholtz Wealth Management

Princeton, WV

CRD 7131863

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Employer firm

Ritholtz Wealth Management CRD 168652

$9.42B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • GOOD ADVICE; LIFTOFF - AUTOMATED ADVISORY SERVICES

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

Current Employers
Ritholtz Wealth Management

24 West 40Th Street 15Th Floor, New York, NY 10018 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2025-02-03
  • WV RA
    APPROVED
    Since 2025-02-03

Branch Locations

Princeton, WV • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ridgetop Research Charlotte NC 06/2019 02/2021
Student Princeton WV 04/2010 06/2019
Harrison & Company Wealth Management, Llc Roanoke VA 02/2021 06/2022
Mercer Global Advisors Inc. Denver CO 06/2022 03/2023
Mercer Global Advisors Inc. Denver CO 03/2023 06/2024
Mercer Global Advisors Inc. Denver CO 06/2024 01/2025
Ritholtz Wealth Management New York NY 01/2025 Present
Previous Registrations
  • 2022-07-29 → 2025-02-05
    Mercer Global Advisors Inc.
    Denver, CO
    Roanoke, VA
  • 2021-05-02 → 2023-02-17
    Hco Private Wealth
    Roanoke, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-15
  • S65 Uniform Investment Adviser Law Examination
    2021-03-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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