TS
Tyler O. Seidman
BERNSTEIN INSTITUTIONAL SERVICES LLC
NEW YORK, NY 10167
Some features on this profile are disabled
CRD#: 6353101
TS
Professional summary
Tyler Oliver Seidman, who also goes by Tyler Oliver Seidman, Tyler Seidman, is a registered financial professional currently at BERNSTEIN INSTITUTIONAL SERVICES LLC located in New York, New York.
Tyler is registered as a RR (Registered Representative) and started their career in finance in 2016. Tyler has worked at 5 firms and has passed the Series 63, SIE, Series 86, Series 87 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Tyler Oliver Seidman | Tyler Seidman
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.
CRS (Client Relationship Summary) - BD
Click below to view Tyler Oliver Seidman'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®
NoneExperience
Current
September 3, 2025 - Present
BERNSTEIN INSTITUTIONAL SERVICES LLC
Office #1: 245 Park Ave, New York, NY 10167RIA
BD
CRD#: 317807
NEW YORK, NY
Past
July 13, 2023 - August 26, 2025
BMO CAPITAL MARKETS CORP.
BD
CRD#: 16686
New York, NY
Past
September 5, 2019 - July 28, 2023
CREDIT SUISSE SECURITIES (USA) LLC
BD
CRD#: 816
NEW YORK, NY
Past
September 5, 2017 - July 29, 2019
COWEN AND COMPANY
BD
CRD#: 7616
NEW YORK, NY
Past
August 30, 2016 - August 28, 2017
MKM PARTNERS LLC
BD
CRD#: 114666
STAMFORD, CT
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".
BI
BERNSTEIN INSTITUTIONAL SERVICES LLC
BERNSTEIN INSTITUTIONAL SERVICES LLC
CRD#: 317807 / SEC#: 801-129468, 8-71053
RIA
Registered Investment Advisory firm - SEC (2/2/2024 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/3/2025)
RR
Alaska(9/3/2025)
RR
Arizona(9/3/2025)
RR
Arkansas(9/3/2025)
RR
California(9/3/2025)
RR
Colorado(9/3/2025)
RR
Connecticut(9/3/2025)
RR
Delaware(9/3/2025)
RR
District of Columbia(9/3/2025)
RR
Florida(9/3/2025)
RR
Georgia(9/3/2025)
RR
Hawaii(9/3/2025)
RR
Idaho(9/3/2025)
RR
Illinois(9/3/2025)
RR
Indiana(9/3/2025)
RR
Iowa(9/3/2025)
RR
Kansas(9/3/2025)
RR
Kentucky(9/3/2025)
RR
Louisiana(9/3/2025)
RR
Maine(9/3/2025)
RR
Maryland(9/3/2025)
RR
Massachusetts(9/3/2025)
RR
Michigan(9/3/2025)
RR
Minnesota(9/3/2025)
RR
Mississippi(9/3/2025)
RR
Missouri(9/3/2025)
RR
Montana(9/3/2025)
RR
Nebraska(9/3/2025)
RR
Nevada(9/3/2025)
RR
New Hampshire(9/3/2025)
RR
New Jersey(9/3/2025)
RR
New Mexico(9/3/2025)
RR
New York(9/3/2025)
RR
North Carolina(9/3/2025)
RR
North Dakota(9/3/2025)
RR
Ohio(9/3/2025)
RR
Oklahoma(9/3/2025)
RR
Oregon(9/3/2025)
RR
Pennsylvania(9/3/2025)
RR
Puerto Rico(9/3/2025)
RR
Rhode Island(9/3/2025)
RR
South Carolina(9/3/2025)
RR
South Dakota(9/3/2025)
RR
Tennessee(9/3/2025)
RR
Texas(9/3/2025)
RR
Utah(9/3/2025)
RR
Vermont(9/3/2025)
RR
Virgin Islands(9/3/2025)
RR
Virginia(9/3/2025)
RR
Washington(9/3/2025)
RR
West Virginia(9/3/2025)
RR
Wisconsin(9/3/2025)
RR
Wyoming(9/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Long-Term Stock Exchange, Inc.
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange
Current Firm
BI
BERNSTEIN INSTITUTIONAL SERVICES LLC
BERNSTEIN INSTITUTIONAL SERVICES LLC
CRD#: 317807 / SEC#: 801-129468, 8-71053
RIA
Registered Investment Advisory firm - SEC (2/2/2024 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
245 Park Ave, New York, NY 10167
Mailing Address
245 Park Ave, New York, NY 10167
Phone number
(212) 969-1000
Established
Delaware since 10/15/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
282
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BERNSTEIN NORTH AMERICA HOLDINGS LLC | SOLE LLC MEMBER | |
| BERTAN, LAURENCE HUGH | CHIEF COMPLIANCE OFFICER | 2332647 |
| HEATH, THOMAS | PRINCIPAL OPERATIONS OFFICER | 2892153 |
| KEYES-GREVELIS, STEPHEN N | HEAD OF SALES | 4273925 |
| MCGRANAHAN, COLIN A | HEAD OF RESEARCH | 4378110 |
| MORGAN, SCOTT THOMAS | HEAD OF TRADING | 2578628 |
| RHEE, KIHO | CHIEF FINANCIAL OFFICER / FINOP | 2827794 |
| VAN BRUGGE, ROBERT PIETER | CHIEF EXECUTIVE OFFICER | 4610799 |
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.
