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Tyler Edward Fortier

Commonwealth Financial Network

Glastonbury, CT

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-06-23
  • CT RA
    APPROVED
    Since 2023-06-23

Branch Locations

200 Glastonbury Blvd Suite 101, Glastonbury, CT 06033 • 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
Voya Financial Advisors, Inc. Windsor CT 04/2016 04/2018
Lincoln Financial Distributors Radnor PA 04/2018 10/2021
Commonwealth Financial Network Waltham MA 11/2021 08/2023
Heritage Capital Advisors, Llc Glastonbury CT 11/2021 08/2023
Commonwealth Financial Network Waltham MA 08/2023 Present
Heritage Capital Advisors, Llc Glastonbury CT 08/2023 Present
  • 04/2016 → 04/2018
    Voya Financial Advisors, Inc.
    Windsor, CT
  • 04/2018 → 10/2021
    Lincoln Financial Distributors
    Radnor, PA
  • 11/2021 → 08/2023
    Commonwealth Financial Network
    Waltham, MA
  • 11/2021 → 08/2023
    Heritage Capital Advisors, Llc
    Glastonbury, CT
  • 08/2023 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 08/2023 → Present
    Heritage Capital Advisors, Llc
    Glastonbury, CT
Other Businesses

Fixed insurance sales; as of 1/13/2022; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-20
S63 Uniform Securities Agent State Law Examination 2006-05-05
  • S65 Uniform Investment Adviser Law Examination
    2023-06-20
  • S63 Uniform Securities Agent State Law Examination
    2006-05-05

View on SEC IAPD

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Other Offices

USI ADVISORS · GLASTONBURY, CT
USI SECURITIES, INC. · GLASTONBURY, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Glastonbury, CT
CETERA INVESTMENT ADVISERS LLC · GLASTONBURY, CT
AMERIPRISE FINANCIAL SERVICES, LLC · GLASTONBURY, CT
JANNEY MONTGOMERY SCOTT LLC · Glastonbury, CT
INTEGRATED WEALTH CONCEPTS LLC · GLASTONBURY, CT
CORNERSTONE PLANNING GROUP · Glastonbury, CT

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