Tyler Peterson

Employer firm

Runey & Associates Wealth Management CRD 171271

$105M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 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

• S65 Uniform Investment Adviser Law Examination
  2021-10-04

Designations

• Certified Financial Planner