CP

Christopher A. Puhalsky

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CRD#: 2581643
CP

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.

Christopher Allen Puhalsky, who also goes by Chris Puhalsky, Christopher A Puhalsky, was a registered financial professional .

Christopher is a previously registered financial professional and started their career in finance in 1995. Christopher had worked at 15 firms and has passed the Series 63, SIE, Series 7 and Series 52 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chris Puhalsky | Christopher A Puhalsky

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.

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

September 17, 2021 - December 31, 2023

TYLER-STONE WEALTH MANAGEMENT, LLC

RIA
CRD#: 173667
BEACHWOOD, OH
Past

September 15, 2021 - December 31, 2023

LPL FINANCIAL LLC

BD
CRD#: 6413
BEACHWOOD, OH
Past

July 29, 2021 - September 9, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Chesterland, OH
Past

July 29, 2021 - September 9, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Chesterland, OH
Past

February 23, 2017 - August 18, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHESTERLAND, OH
Past

February 23, 2017 - August 18, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
CHESTERLAND, OH
Past

September 18, 2013 - January 31, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
NORTH KINGSVILLE, OH
Past

September 18, 2013 - January 31, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
NORTH KINGSVILLE, OH
Past

September 18, 2012 - September 18, 2013

FIRSTMERIT FINANCIAL SERVICES, INC

BD
CRD#: 149680
ASHTABULA, OH
Past

September 14, 2012 - September 18, 2013

FIRSTMERIT ADVISORS, INC.

RIA
CRD#: 125249
ASHTABULA, OH
Past

September 15, 2011 - December 8, 2011

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
CLEVELAND, OH
Past

August 7, 2006 - September 28, 2009

AMFIN INVESTMENT SERVICES, INC.

BD
CRD#: 13945
WILLOWICK, OH
Past

July 1, 2005 - August 9, 2006

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
MENTOR, OH
Past

October 13, 2004 - July 1, 2005

FIRSTMERIT SECURITIES, INC.

BD
CRD#: 35057
AKRON, OH
Past

September 17, 2002 - October 4, 2004

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
COLUMBUS, OH
Past

August 13, 2002 - August 22, 2002

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CINCINNATI, OH
Past

December 17, 1999 - August 16, 2002

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

May 11, 1999 - January 11, 2000

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

October 23, 1998 - May 12, 1999

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

May 1, 1996 - October 27, 1998

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

February 16, 1995 - April 3, 1996

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

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
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TW
TYLER-STONE WEALTH MANAGEMENT, LLC
DESIGN FINANCIAL PLAN | TYLER-STONE WEALTH MANAGEMENT, LLC | TYLER-STONE GROUP | STONE FINANCIAL ADVISORS, INC. | SCHONFELD FINANCIAL SERVICES | HARRIS FINANCIAL SERVICES, INC. | GREYBRIDGE FINANCIAL GROUP | GOOD SHEPHERD FINANCIAL

CRD#: 173667 / SEC#: 801-80876

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Contact information


Main Address
3601 Green Road Suite 100, Beachwood, OH 44122
Mailing Address
Phone number
(216) 295-0945
Established
Firm type
Fiscal year end
# of Employees
25

Regulatory assets under management


Total Number of Accounts1,818
AUM (Assets Under Management)$ 598,935,800

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


TYLER-STONE WEALTH MANAGEMENT, LLC

CRD#: 173667

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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