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TG

Tyler A. Green

EAGLE POINT SECURITIES
Greenwich, CT 06830
Some features on this profile are disabled
CRD#: 2945628
TG
Tyler Andrew GreenEAGLE POINT SECURITIES

Professional summary

Tyler Andrew Green, CFA is a registered financial professional currently at EAGLE POINT SECURITIES LLC located in Greenwich, Connecticut.

Tyler is registered as a RR (Registered Representative) and started their career in finance in 1998. Tyler has worked at 14 firms and has passed the Series 63, Series 7TO, SIE, Series 55, Series 7 and Series 24 exams.

Aliases

None

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) - BD

Click below to view Tyler Andrew Green's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Chartered Financial Analyst

Experience

Current

July 17, 2026 - Present

EAGLE POINT SECURITIES LLC

Office #1: 600 Steamboat Road Suite 202, Greenwich, CT 06830
BD
CRD#: 324528
Greenwich, CT
Past

September 5, 2025 - April 7, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
SCOTTSDALE, AZ
Past

May 9, 2024 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
SCOTTSDALE, AZ
Past

May 9, 2024 - April 7, 2026

AVANTAX PLANNING PARTNERS, INC.

RIA
CRD#: 106237
SCOTTSDALE, AZ
Past

April 24, 2024 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

November 15, 2023 - April 7, 2026

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

November 15, 2023 - April 7, 2026

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

November 15, 2023 - April 7, 2026

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
SCHAUMBURG, IL
Past

November 15, 2023 - April 7, 2026

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

March 17, 2016 - May 4, 2016

GRIFFIN CAPITAL SECURITIES, LLC

BD
CRD#: 37739
Phoenix, AZ
Past

November 9, 2010 - September 12, 2011

WALTON SECURITIES, INC.

BD
CRD#: 143763
SCOTTSDALE, AZ
Past

October 22, 2003 - November 12, 2010

CCO CAPITAL, LLC

BD
CRD#: 31147
PHOENIX, AZ
Past

November 7, 2000 - October 15, 2003

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

August 8, 2000 - November 7, 2000

H.C.WAINWRIGHT & CO., LLC

BD
CRD#: 375
NEW YORK, NY
Past

September 23, 1998 - August 8, 2000

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA

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
RR
Series 63
Date: 11/16/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/14/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/4/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 10/4/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 9/22/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/19/1999
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

EP
EAGLE POINT SECURITIES LLC
EAGLE POINT SECURITIES LLC

CRD#: 324528 / SEC#: , 8-71048

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
600 Steamboat Road Suite 202, Greenwich, CT 06830
Mailing Address
600 Steamboat Road Suite 202, Greenwich, CT 06830
Phone number
(203) 340-8565
Established
Delaware since 11/29/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
EAGLE POINT HOLDINGS LPSOLE MEMBER
CHUNG, MICHAEL NMNFINOP/PFO5739877
DAIGLE, JENNIFFER ALYCEVICE PRESIDENT2620553
DOHERTY, JAMES HUGHPRINCIPAL OPERATIONS OFFICER (POO)4197747
FOX, GERHARD ROBERTCHIEF COMPLIANCE OFFICER2796860
ROTH, JOSEPH HARRISPRESIDENT7673254

Red Flags

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Company Information

EAGLE POINT SECURITIES LLC

CRD#: 324528Greenwich, CT 06830

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