Tyler J. Pera

CERTITUDE ADVISORS

Northfield, IL 60093

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CRD#: 5883445

Professional summary

Tyler Joseph Pera is a registered financial advisor currently at CERTITUDE ADVISORS, LLC located in Northfield, Illinois.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Tyler has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Tyler Joseph Pera'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

June 25, 2014 - Present

CERTITUDE ADVISORS, LLC

Office #1: One Northfield Plaza Suite 300, Northfield, IL 60093

RIA

CRD#: 171228

Northfield, IL

Past

May 21, 2013 - November 24, 2014

KENILWORTH ASSET MANAGEMENT, LLC

RIA

CRD#: 123980

KENILWORTH, IL

Past

May 17, 2013 - January 3, 2014

BENJAMIN & JEROLD BROKERAGE I, LLC

CRD#: 29110

NEW YORK, NY

Past

February 2, 2011 - August 11, 2011

SPYGLASS SECURITIES, LLC

CRD#: 149881

ARLINGTON HEIGHTS, IL

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

Illinois
(6/25/2014)

IAR

Tennessee
(7/8/2024)

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: 3/7/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/1/2011

General Securities Representative Examination

Current Firm

CERTITUDE ADVISORS, LLC

CERTITUDE ADVISORS, LLC | PARKINS, THOMAS JOSEPH | EFS WEALTH MANAGEMENT

CRD#: 171228 / SEC#: 801-79644

RIA

Registered Investment Advisory firm - (10/5/2017 Terminated)

Illinois

Registered Investment Advisory firm - (2/23/2017 Approved)

Tennessee

Registered Investment Advisory firm - (7/3/2024 Approved)

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).

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Contact information

Main Address

One Northfield Plaza Suite 300, Northfield, IL 60093

Mailing Address

Phone number

(847) 441-2970

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	174
AUM (Assets Under Management)	$ 80,175,689

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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Tyler J. Pera

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Joseph Pera's CRS (Customer Relationship Summary).

Certified licenses

Experience

CERTITUDE ADVISORS, LLC

KENILWORTH ASSET MANAGEMENT, LLC

BENJAMIN & JEROLD BROKERAGE I, LLC

SPYGLASS SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/7/2011

Series 7

Date: 2/1/2011

Current Firm

CERTITUDE ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CERTITUDE ADVISORS, LLC

TRUST BUT VERIFY

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