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Tyler Peterson

Runey & Associates Wealth Management

Mount Pleasant, SC

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Current Employers
Runey & Associates Wealth Management

761 Coleman Blvd. Suite E, Mount Pleasant, SC 29464 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-01-07
  • SC RA
    APPROVED
    Since 2022-01-07

Branch Locations

761 Coleman Blvd. Suite E, Mount Pleasant, SC 29464 • 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
E & R Wealth Management, Llc Dba Runey & Associates Wealth Mount Pleasant SC 01/2022 Present
Deloitte Pittsburgh PA 10/2017 10/2020
Cohnreznick Los Angeles CA 10/2020 06/2021
St. Bonaventure University Allegany NY 09/2016 09/2017
Unemployed Pittsburgh PA 06/2021 11/2021
  • 01/2022 → Present
    E & R Wealth Management, Llc Dba Runey & Associates Wealth
    Mount Pleasant, SC
  • 10/2017 → 10/2020
    Deloitte
    Pittsburgh, PA
  • 10/2020 → 06/2021
    Cohnreznick
    Los Angeles, CA
  • 09/2016 → 09/2017
    St. Bonaventure University
    Allegany, NY
  • 06/2021 → 11/2021
    Unemployed
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-04
  • S65 Uniform Investment Adviser Law Examination
    2021-10-04
Designations

View on SEC IAPD

Other Firms

APOLLON WEALTH MANAGEMENT, LLC
APOLLON FINANCIAL, LLC
JANNEY MONTGOMERY SCOTT LLC
SAOS CAPITAL, LLC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC
CETERA INVESTMENT ADVISERS LLC
MORRIS FINANCIAL CONCEPTS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

ALEXANDRA GUNDRADA LUNDGREN
Josh Joseph Renda
JASON THOMAS ROSENER
OWEN HAYES MALCOLM
CHRISTOPHER MICHAEL BURKE
PAUL FRANCIS SPIZZUOCO
BRIAN JAMES WILEY
ROBERT HY GORMAN

Other Offices

APOLLON WEALTH MANAGEMENT, LLC · MOUNT PLEASANT, SC
APOLLON FINANCIAL, LLC · MOUNT PLEASANT, SC
JANNEY MONTGOMERY SCOTT LLC · Mt. Pleasant, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC · MT. PLEASANT, SC
CETERA INVESTMENT ADVISERS LLC · MT. PLEASANT, SC
SAOS CAPITAL, LLC · MOUNT PLEASANT, SC

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