Tyler Hartman

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2024 → 01/2026
  Florida Financial Advisors
  Orlando, FL
• 06/2018 → 04/2022
  University Of Florida
  Gainesville, FL
• 05/2019 → 09/2019
  Walt Disney World Golf
  Orlando, FL
• 08/2014 → 05/2018
  Dr. Phillips High School
  Orlando, FL
• 05/2022 → 04/2024
  Unemployed
  Orlando, FL
• 07/2024 → 01/2026
  Trinity Wealth Securities, Llc
  Orlando, FL
• 01/2026 → Present
  Morgan Stanley
  Jacksonville, FL

Previous Registrations

• 2024-06-03 → 2026-01-21
  Florida Financial Advisors, Llc
  Orlando, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-02-27
• S65 Uniform Investment Adviser Law Examination
  2024-04-24