Tyler M. Almeida

CREW CAPITAL MANAGEMENT, LTD.

CINCINNATI, OH 45209

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CRD#: 5360762

Professional summary

Tyler M Almeida, who also goes by Tyler Moore Almeida, is a registered financial advisor currently at CREW CAPITAL MANAGEMENT, LTD. located in Cincinnati, Ohio.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Tyler has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tyler Moore Almeida

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) - RIA

Click below to view Tyler M Almeida's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 26, 2024 - Present

CREW CAPITAL MANAGEMENT, LTD.

Office #1: 4030 Smith Rd. Suite 200, Cincinnati, OH 45209

RIA

CRD#: 125402

CINCINNATI, OH

Past

November 30, 2018 - December 8, 2021

EUDAIMONIA PARTNERS, LLC

RIA

CRD#: 283884

Sarasota, FL

Past

October 23, 2018 - July 31, 2019

COMPASS SECURITIES CORPORATION

CRD#: 16168

BRAINTREE, MA

Past

July 28, 2010 - October 4, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

LAKEWOOD RANCH, FL

Past

July 26, 2010 - October 4, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

LAKEWOOD RANCH, FL

Past

June 1, 2009 - July 22, 2010

MORGAN STANLEY

RIA

CRD#: 149777

SARASOTA, FL

Past

June 1, 2009 - July 22, 2010

MORGAN STANLEY

CRD#: 149777

SARASOTA, FL

Past

August 15, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

SARASOTA, FL

Past

August 2, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

SARASOTA, FL

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".

CREW CAPITAL MANAGEMENT, LTD.

ARDOR WEALTH MANAGEMENT | INSURANCE DILIGENCE SOLUTIONS | CREW CAPITAL MANAGEMENT, LTD.

CRD#: 125402 / SEC#: 801-119376

RIA

Registered Investment Advisory firm - (8/31/2020 Approved)

Kentucky

Registered Investment Advisory firm - (9/15/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (12/12/2017 Terminated)

Ohio

Registered Investment Advisory firm - (9/15/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/15/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(1/26/2024)

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

IAR

Series 66

Date: 8/13/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/1/2007

General Securities Representative Examination

Current Firm

CREW CAPITAL MANAGEMENT, LTD.

ARDOR WEALTH MANAGEMENT | INSURANCE DILIGENCE SOLUTIONS | CREW CAPITAL MANAGEMENT, LTD.

CRD#: 125402 / SEC#: 801-119376

RIA

Registered Investment Advisory firm - (8/31/2020 Approved)

Kentucky

Registered Investment Advisory firm - (9/15/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (12/12/2017 Terminated)

Ohio

Registered Investment Advisory firm - (9/15/2020 Terminated)

Texas

Registered Investment Advisory firm - (9/15/2020 Terminated)

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Contact information

Main Address

4030 Smith Rd. Suite 200, Cincinnati, OH 45209

Mailing Address

Phone number

(513) 245-2620

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INSURANCE DILIGENCE SOLUTIONS 2A (3/12/2025)

CREW CAPITAL ADV 2A (3/12/2025)

Regulatory assets under management

Total Number of Accounts	572
AUM (Assets Under Management)	$ 216,400,238

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.

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Firm Stability Insights

Tyler M. Almeida

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler M Almeida's CRS (Customer Relationship Summary).

Certified licenses

Experience

EUDAIMONIA PARTNERS, LLC

COMPASS SECURITIES CORPORATION

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

CREW CAPITAL MANAGEMENT, LTD.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/13/2007

SIE

Date: 10/1/2018

Series 7

Date: 8/1/2007

Current Firm

CREW CAPITAL MANAGEMENT, LTD.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREW CAPITAL MANAGEMENT, LTD.

TRUST BUT VERIFY

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