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Tyler Matthew Petley

Strategic Advisers LLC

Crafton, PA

CRD 5564420

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-27
PA RA APPROVED 2026-07-24
  • TX RA
    APPROVED_RES
    Since 2026-07-27
  • PA RA
    APPROVED
    Since 2026-07-24

Branch Locations

Crafton, PA • 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
Pnc Investments Pittsburgh PA 06/2021 12/2024
Pnc Investments Pittsburgh PA 10/2010 11/2020
Unemployed Pittsburgh PA 12/2024 04/2026
Fidelity Investments Harrisburg PA 04/2026 Present
Pnc Bank Aml Department Pittsburgh PA 11/2020 06/2021
  • 06/2021 → 12/2024
    Pnc Investments
    Pittsburgh, PA
  • 10/2010 → 11/2020
    Pnc Investments
    Pittsburgh, PA
  • 12/2024 → 04/2026
    Unemployed
    Pittsburgh, PA
  • 04/2026 → Present
    Fidelity Investments
    Harrisburg, PA
  • 11/2020 → 06/2021
    Pnc Bank Aml Department
    Pittsburgh, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-05
  • S66 Uniform Combined State Law Examination
    2011-07-05
Other Names
  • Tyler M. Petley

View on SEC IAPD

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