Tyler Joseph Rogers

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 06/2014 → 11/2021
  Paychex Securities Corporation
  West Henrietta, NY
• 04/2014 → 11/2021
  Paychex, Inc.
  West Henrietta, NY
• 11/2021 → 10/2025
  Principal Funds Distributor, Inc.
  Victor, NY
• 10/2025 → Present
  Modern Wealth Management, Llc
  Rochester, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-31
• S63 Uniform Securities Agent State Law Examination
  2005-09-28

Other Names

• Tyler Rogers
• T.J Rogers
• Tyler Rogers
• Tyler J Rogers