Tyler Augustus Stewart

Employer firm

The Baldwin Group Wealth Advisors, LLC CRD 312284

$27.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• 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

• 06/2013 → 02/2020
  Massachusetts Mutual Life Insurance Co
  Glen Allen, VA
• 07/2013 → 02/2020
  Mml Investors Services, Llc
  Glen Allen, VA
• 06/2021 → 02/2026
  Purshe Kaplan Sterliing Investments
  Albany, NY
• 02/2020 → 10/2024
  The Capital Group Investment Advisory Group, Llc
  Bethesda, MD
• 02/2022 → 10/2024
  The Capital Group Investment Advisory Services, Llc
  Betheseda, MD
• 10/2024 → Present
  The Baldwin Group Wealth Advisors, Llc
  Tampa, FL
• 10/2024 → Present
  The Baldwin Group
  Tampa, FL
• 03/2026 → Present
  Lasalle Street Securites, Llc
  Elmhurst, IL

Previous Registrations

• 2022-02-12 → 2024-10-04
  The Capital Group Investment Advisory Services, Llc
  Bethesda, MD

Other Businesses

1- The Baldwin Group Wealth Advisors; Partner; fixed product sales/insurance/other fixed products 2- Mass Mutual; agent; receive commissions on past business 3-LaSalle Street Securities, Broker Dealer; Registered Representative 3- Financial Group of Virginia; receive monthly referral income from prior firm relationship for healthcare related business 4- The Baldwin Group Wealth Advisors; Partner/Retirement Plan Advisor; DBA for business that would not be considered RIA 5- The Baldwin Group Wealth Advisors; Partner/Retirement Plan Advisor; RIA business, specifically advising on retirement plans, personal wealth clients etc. in a fee based advisory capacity

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-06
• S63 Uniform Securities Agent State Law Examination
  2013-11-13

Other Names

• Tyler A. Stewart