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Tyler Richard Cinelli

Williams Financial, LLC

North Bennington, VT

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Current Employers
Williams Financial, Llc

12 Main Street, North Bennington, VT 05257 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-19
VT RA APPROVED 2017-11-01
  • NY RA
    APPROVED
    Since 2021-07-19
  • VT RA
    APPROVED
    Since 2017-11-01

Branch Locations

12 Main Street, North Bennington, VT 05257 • 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
Guardian Investor Services Boston MA 10/2013 09/2016
Park Avenue Securities Llc Boston MA 03/2015 09/2016
America's Best 401K Shaftsbury VT 09/2016 02/2017
Lt Trust Shaftsbury VT 02/2017 07/2017
Williams Financial Llc Bennington VT 08/2017 Present
  • 10/2013 → 09/2016
    Guardian Investor Services
    Boston, MA
  • 03/2015 → 09/2016
    Park Avenue Securities Llc
    Boston, MA
  • 09/2016 → 02/2017
    America's Best 401K
    Shaftsbury, VT
  • 02/2017 → 07/2017
    Lt Trust
    Shaftsbury, VT
  • 08/2017 → Present
    Williams Financial Llc
    Bennington, VT
Previous Registrations
  • 2011-08-26 → 2013-10-15
    Goldman Sachs Wealth Services, L.P.
    Albany, NY
  • 2010-04-23 → 2010-07-28
    Msi Financial Services, Inc.
    Jacksonville, FL
    Tallahassee, FL
  • 2009-09-29 → 2010-03-18
    Edward Jones
    Tallahassee, FL
    Tallahassee, FL
    Tallahassee, FL
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-30
S66 Uniform Combined State Law Examination 2009-09-04
  • S65 Uniform Investment Adviser Law Examination
    2017-10-30
  • S66 Uniform Combined State Law Examination
    2009-09-04
Designations
Other Names
  • Tyler R Cinelli

View on SEC IAPD

Other Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
BENNINGTON FINANCIAL PLANNING GROUP
EQUITY SERVICES, INC.
EDWARD JONES
MAIDSTONE WEALTH MANAGEMENT, LLC
QUARTZ PARTNERS INVESTMENT MANAGEMENT
CAMBRIDGE WEALTH MANAGEMENT, LLC

Other Investors

DARYL ANN SPIRKA
Meredith Grace Phippen
JAMES JASON WILLIAMS
JAMES D SAWTELLE
NATHANIEL AARON MARCOUX
DEBORAH LYN LANE
KENNETH PATRICK LANE
BRIAN DONALD MCKENNA

Other Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · BENNINGTON, VT
COMMONWEALTH FINANCIAL NETWORK · BENNINGTON, VT
BENNINGTON FINANCIAL PLANNING GROUP · BENNINGTON, VT
EQUITY SERVICES, INC. · BENNINGTON, VT
EDWARD JONES · BENNINGTON, VT
MAIDSTONE WEALTH MANAGEMENT, LLC · CAMBRIDGE, NY
QUARTZ PARTNERS INVESTMENT MANAGEMENT · Cambridge, NY
CAMBRIDGE WEALTH MANAGEMENT, LLC · CAMBRIDGE, NY

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