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Stephen M. Tyrrell

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CRD#: 2009566
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen Michael Tyrrell, who also goes by Steve Tyrrell, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1989. Stephen had worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Steve Tyrrell

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 5, 2019 - February 10, 2025

CHURCHILL MANAGEMENT GROUP

RIA
CRD#: 109651
Vancouver, WA
Past

November 22, 2004 - May 3, 2018

FISHER INVESTMENTS

RIA
CRD#: 107342
CAMAS, WA
Past

July 17, 2000 - December 31, 2002

PURISIMA SECURITIES, LLC

BD
CRD#: 47882
WOODSIDE, CA
Past

December 24, 1997 - August 21, 1998

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

June 23, 1997 - December 15, 1997

GT GLOBAL, INC.

BD
CRD#: 19587
SAN FRANCISCO, CA
Past

February 2, 1997 - April 3, 1997

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
NEWPORT BEACH, CA
Past

November 19, 1991 - July 16, 1996

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

December 11, 1989 - January 30, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

December 11, 1989 - January 30, 1991

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/3/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CHURCHILL MANAGEMENT GROUP
CHURCHILL MANAGEMENT GROUP
CHURCHILL MANAGEMENT CORP | CHURCHILL MANAGEMENT GROUP

CRD#: 109651 / SEC#: 801-4211

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Contact information


Main Address
8383 Wilshire Blvd. Ste 800, Beverly Hills, CA 90211
Mailing Address
Phone number
(323) 937-7110
Established
Firm type
Fiscal year end
# of Employees
55

Documents


Latest Form ADV

Part 2 Brochures

BROCHURE OF CHURCHILL MANAGEMENT GROUP (4/23/2025)

Regulatory assets under management


Total Number of Accounts20,501
AUM (Assets Under Management)$ 10,083,906,150

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CHURCHILL MANAGEMENT GROUP

CHURCHILL MANAGEMENT GROUP

CRD#: 109651

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