Tyler James Gillies

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

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

• 08/2016 → 06/2021
  Minnesota Life Insurance Company
  St. Paul, MN
• 08/2016 → 06/2021
  Securian Financial Services Inc.
  St. Paul, MN
• 08/2016 → 06/2021
  Financial Advantage Associates
  St. Paul, MN
• 07/2021 → Present
  Financial Advantage Associates
  Rockville, MD
• 07/2021 → 08/2023
  Securian Financial Services
  Saint Paul, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Rockville, MD
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-11-03 → 2023-08-10
  Securian Financial Services, Inc.
  Rockville, MD
  St. Paul, MN

Other Businesses

1) NAME OF OTHER BUSINESS: FINANCIAL ADVANTAGE ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2016 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES TO CLIENTS OF THE FIRM;

Exams

• S66 Uniform Combined State Law Examination
  2016-10-27