Christopher A. Puhalsky

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CRD#: 2581643

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"?

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.

1)9/2021- THE TYLER-STONE GROUP- DBA for LPL Business (entity for LPL business)-Inv. Related- Beechwood, OH 2) 09/15/2021 - Tyler-Stone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 9/2021.

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

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

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

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

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

CRD#: 6413

NORTH KINGSVILLE, OH

Past

September 18, 2012 - September 18, 2013

FIRSTMERIT FINANCIAL SERVICES, INC

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

CRD#: 6627

CLEVELAND, OH

Past

August 7, 2006 - September 28, 2009

AMFIN INVESTMENT SERVICES, INC.

CRD#: 13945

WILLOWICK, OH

Past

July 1, 2005 - August 9, 2006

INVEST FINANCIAL CORPORATION

CRD#: 12984

MENTOR, OH

Past

October 13, 2004 - July 1, 2005

FIRSTMERIT SECURITIES, INC.

CRD#: 35057

AKRON, OH

Past

September 17, 2002 - October 4, 2004

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

COLUMBUS, OH

Past

August 13, 2002 - August 22, 2002

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

Past

December 17, 1999 - August 16, 2002

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

May 11, 1999 - January 11, 2000

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

October 23, 1998 - May 12, 1999

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

May 1, 1996 - October 27, 1998

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

February 16, 1995 - April 3, 1996

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TYLER-STONE WEALTH MANAGEMENT, LLC

CRD#: 173667 / SEC#: 801-80876

RIA

Registered Investment Advisory firm - (1/22/2015 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/6/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/15/1995

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 2/15/1995

Municipal Securities Representative Examination

Current Firm

TYLER-STONE WEALTH MANAGEMENT, LLC

CRD#: 173667 / SEC#: 801-80876

RIA

Registered Investment Advisory firm - (1/22/2015 Approved)

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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

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TYLER STONE - ADV PART 2A APPENDIX 1 (3/27/2025)

TYLER-STONE WEALTH MANAGEMENT, LLC - ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,818
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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Christopher A. Puhalsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

FIRSTMERIT FINANCIAL SERVICES, INC

FIRSTMERIT ADVISORS, INC.

EQUITABLE ADVISORS, LLC

AMFIN INVESTMENT SERVICES, INC.

INVEST FINANCIAL CORPORATION

FIRSTMERIT SECURITIES, INC.

THE HUNTINGTON INVESTMENT COMPANY

FIFTH THIRD SECURITIES, INC.

LPL FINANCIAL LLC

PRINCIPAL SECURITIES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

BANC ONE SECURITIES CORPORATION

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

TYLER-STONE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/6/1995

SIE

Date: 10/1/2018

Series 7

Date: 6/15/1995

Series 52

Date: 2/15/1995

Current Firm

TYLER-STONE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TYLER-STONE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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