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Tyrone Meredith

FARMERS ASSET MANAGEMENT
PHOENIX, AZ
·CRD# 5199971·20 years registered

Professional Summary

Tyrone Meredith is a registered financial advisor currently at FARMERS ASSET MANAGEMENT, LLC located in Phoenix, Arizona and FARMERS FINANCIAL SOLUTIONS, LLC located in Phoenix, Arizona. Tyrone is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Tyrone has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

20 years registered in the securities industry

Current & Past Employments

Current

FARMERS ASSET MANAGEMENT, LLCCurrent·CRD# 336230
RIA
20819 N Cave Creek Rd Ste D-103, Phoenix, AZ 85024
April 20, 2026 - Present
FARMERS FINANCIAL SOLUTIONS, LLCCurrent·CRD# 103863
BD
20819 N Cave Creek Rd Ste D-103, Phoenix, AZ 85024
March 7, 2026 - Present

Past

THE LEADERS GROUP, INC.Past·CRD# 37157
BD
Summit, NJ
September 11, 2023 - May 7, 2024
BBVA SECURITIES INC.Past·CRD# 27060
BD
Scottsdale, AZ
May 16, 2013 - January 30, 2020
BBVA COMPASS INVESTMENT SOLUTIONS, INCPast·CRD# 17086
BD
Casa Grande, AZ
November 8, 2011 - May 16, 2013
CHASE INVESTMENT SERVICES CORP.Past·CRD# 25574
BD
Lake Havasu City, AZ
September 6, 2006 - October 5, 2011

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Current Firm

FA
FARMERS ASSET MANAGEMENT, LLC

FARMERS ASSET MANAGEMENT, LLC

CRD#: 336230 / SEC#: 801-137660
California
Registered Investment Advisory firm - California (12/3/2025 Approved)
Illinois
Registered Investment Advisory firm - Illinois (7/16/2026 Approved)
New York
Registered Investment Advisory firm - New York (7/22/2026 Approved)
Texas
Registered Investment Advisory firm - Texas (7/28/2026 Approved)

Contact Information

Main Address

30700 Russell Ranch Road 214, Westlake Village, CA 91362

Phone Number

(818) 965-0277

# of Employees

24

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FAM FORM ADV PART 2A (10/5/2026)

Regulatory Assets Under Management

Total Number of Accounts

9

AUM (Assets Under Management)

$7,652,089

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

FARMERS INSURANCE POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/01/2026 ADDRESS: Phoenix AZ 85024, United States DESCRIPTION: Licensed insurance agent appointed with various carriers.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(3/18/2026)
IAR
California
(4/20/2026)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2024About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2006About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2006About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Tyrone Meredith's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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