Best Investors Account Sign in
Inactive

Tyler Breder

Ptm Wealth Management, LLC

North Wales, PA

CRD 6393407

Claim This Profile
Employer firm

Ptm Wealth Management, LLC CRD 308944

$310M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Ptm Wealth Management, Llc

1501 Lower State Road Building D, North Wales, PA 19454 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-01-03
  • PA RA
    APPROVED
    Since 2022-01-03

Branch Locations

1501 Lower State Road Building D, North Wales, PA 19454 • 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
The Vanguard Group, Inc. Malvern PA 10/2015 09/2020
Charles Schwab & Co., Inc. Lone Tree CO 09/2020 12/2020
Ptm Wealth Management, Llc North Wales PA 12/2020 Present
  • 10/2015 → 09/2020
    The Vanguard Group, Inc.
    Malvern, PA
  • 09/2020 → 12/2020
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 12/2020 → Present
    Ptm Wealth Management, Llc
    North Wales, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-12-04
  • S63 Uniform Securities Agent State Law Examination
    2015-12-04
Designations
  • Certified Financial Planner

View on SEC IAPD

More in North Wales, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor