Best Investors Account Sign in

Tyler James Kaufman

Strategic Advisers LLC

Huntersville, NC

Charlotte, NC

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-03
NC RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-06-03
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

16740 Birkdale Commons Pkwy Ste 301, Huntersville, NC 28078-4463 • United States

Charlotte, NC • 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
Edward Jones St Louis MO 12/2023 11/2024
Asap Payments Baton Rouge LA 04/2023 09/2023
Us Bank Charlotte NC 06/2022 03/2023
High Point University High Point NC 08/2018 05/2022
Elementary School/High School Honeoye Falls NY 12/2013 08/2018
First International Bank And Trust Gilbert AZ 06/2021 08/2021
Fidelity Investments Huntersville NC 11/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2023 → 11/2024
    Edward Jones
    St Louis, MO
  • 04/2023 → 09/2023
    Asap Payments
    Baton Rouge, LA
  • 06/2022 → 03/2023
    Us Bank
    Charlotte, NC
  • 08/2018 → 05/2022
    High Point University
    High Point, NC
  • 12/2013 → 08/2018
    Elementary School/High School
    Honeoye Falls, NY
  • 06/2021 → 08/2021
    First International Bank And Trust
    Gilbert, AZ
  • 11/2024 → Present
    Fidelity Investments
    Huntersville, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Huntersville, NC
    Charlotte, NC
  • 2024-02-29 → 2024-10-29
    Edward Jones
    Charlotte, NC
    St Louis, MO
    Waxhaw, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-23
  • S66 Uniform Combined State Law Examination
    2024-02-23
Other Names
  • Tyler Kaufman

View on SEC IAPD

Other Firms

CORNERSTONE WEALTH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
FIFTH THIRD SECURITIES, INC.
EDWARD JONES

Other Investors

ANDREW KELSEY SMITH
BRENDA HANCE PRESSLEY
RACHEL LEE POSNER
WHITNEY ANNE PAPPAS
Rodney Thomas Wendt
RICHARD GORDON FALLON
Robert William Benton
KARA Buteau KUNZ

Other Offices

CORNERSTONE WEALTH · HUNTERSVILLE, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Hunterville, NC
CORNERSTONE WEALTH · Huntersville, NC
AMERIPRISE FINANCIAL SERVICES, LLC · Huntersville, NC
MML INVESTORS SERVICES, LLC · Huntersville, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC

More in Huntersville, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor