Tyler Lee Lerman

Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 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

• 06/2015 → 05/2017
  Temple University
  Philadelphia, PA
• 07/2017 → 03/2018
  Penn National Insurance Company
  Harrisburg, PA
• 04/2018 → 05/2022
  Janney Montgomery Scott
  York, PA
• 05/2022 → 11/2022
  Janney Montgomery Scott Llc
  York, PA
• 11/2022 → Present
  Janney Montgomery Scott Llc
  York, PA

Other Businesses

1) South Central Business Associates, LLC; investing in residential and commercial real estate; 10hrs/month; 0.33hr/day; entity formed by two other individuals and myself. other two are not Janney clients; Investment-related 2)York County SPCA; Investment related; 3159 N. Susquehanna Trail, PA 17404; Non-profit Animal Welfare; Board Member; Start date 06/01/2021; 5hrs/month/0hrs trading days 3) York County SPCA, York, PA. Nominating and Governance Committee Member (06/2020) - Review and approve new board members. Not compensated, not investment related, 5 hours/month.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-22

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Tyler Lee Bentzel
• Tyler Lerman