Tyler J. Payne
STRATEGIC ADVISERS | Vice President, Financial Consultant
COSTA MESA, CA
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CRD#: 6499969
Professional summary
Tyler John Payne, CFP®, who also goes by Tyler John Payne, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Costa Mesa, California and FIDELITY BROKERAGE SERVICES LLC located in Irvine, California.
Tyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Tyler has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Vice President Financial Consultant at Fidelity Investments, I partner with my clients to help them create holistic financial plans that are designed to withstand key risks. I use an easy-to-follow, 4-step process where I take my time to learn who my clients are and what is important to them. I follow this up with a diagnostic analysis of their current situation, providing recommendations based on risks or opportunities we have identified, without using jargon or confusing language.
Question & Answer
What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Retirement Planning
Insurance Planning
Education Planning
Investment Planning
Employee and Employer Plan Ben...
Estate Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Tyler John Payne
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) - RIA
Click below to view Tyler John Payne'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®
CFP®
Start date: 2018
Education
California State University Dominguez Hills
Bachelor of Business Administration - Finance
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2211 Michelson Drive Suites 100, & 120, Irvine, CA 92612RIA
CRD#: 104555
COSTA MESA, CA
Current
November 17, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2211 Michelson Drive Suites 100 120, Irvine, CA, 92612BD
CRD#: 7784
Irvine, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
IRVINE, CA
Past
January 10, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
IRVINE, CA
Past
October 27, 2015 - November 22, 2017
HARRISDIRECT LLC
RIA
CRD#: 42159
COSTA MESA, CA
Past
September 3, 2015 - November 22, 2017
E*TRADE SECURITIES LLC
BD
CRD#: 29106
COSTA MESA, CA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/29/2021)
RR
California(11/17/2017)
IAR
California(3/31/2025)
RR
Colorado(11/17/2017)
RR
Florida(11/17/2020)
RR
Idaho(3/25/2023)
RR
Illinois(3/17/2020)
RR
Indiana(5/6/2022)
RR
Massachusetts(6/4/2021)
RR
Missouri(9/9/2022)
RR
Nevada(11/17/2017)
RR
New Jersey(10/8/2021)
RR
New York(11/17/2017)
RR
North Carolina(10/5/2020)
RR
Ohio(5/9/2022)
RR
Oregon(12/25/2019)
RR
Tennessee(1/4/2019)
RR
Texas(11/17/2017)
IAR
Texas(3/31/2025)
RR
Virginia(6/11/2025)
RR
Washington(11/17/2017)
RR
Wisconsin(9/9/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)PREMIUM
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Costa Mesa, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
