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Tyler D. Shelton

GLYNN CAPITAL ADVISORS
DALLAS, TX
Some features on this profile are disabled
CRD#: 5708939
TS

Professional summary

Tyler David Shelton, who also goes by Tyler D Shelton, Tyler Shelton, is a registered financial advisor currently at GLYNN CAPITAL ADVISORS located in Dallas, Texas.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Tyler has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tyler D Shelton | Tyler Shelton

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 David Shelton'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®
None

Experience

Current

March 18, 2026 - Present

GLYNN CAPITAL ADVISORS

RIA
CRD#: 333129
DALLAS, TX

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
Texas
(3/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/21/2026
Uniform Investment Adviser Law Examination

Current Firm

GC
GLYNN CAPITAL ADVISORS
GLYNN CAPITAL ADVISORS | GLYNN CAPITAL ADVISORS, LLC

CRD#: 333129 / SEC#:

Texas
Registered Investment Advisory firm - (10/1/2024 Approved)
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Contact information

Main Address
Dallas, TX
Mailing Address
Phone number
(972) 800-2682
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts14
AUM (Assets Under Management)$ 10,300,000

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

GLYNN CAPITAL ADVISORS

CRD#: 333129Dallas, TX

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