TA

Tyler S. Ayres

KLD WEALTH MANAGEMENT
LEBANON, OH 45036
Some features on this profile are disabled
CRD#: 6530439
TA

Professional summary


Tyler St. Clair Ayres, who also goes by Tyler St Clair Ayres, Tyler St. Clair Ayres, is a registered financial advisor currently at KLD WEALTH MANAGEMENT located in Lebanon, Ohio.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Tyler has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tyler St Clair Ayres | Tyler St. Clair Ayres

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 St. Clair Ayres'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 10, 2026 - Present

KLD WEALTH MANAGEMENT

Office #1: 706 Deerfield Rd., Lebanon, OH 45036
RIA
CRD#: 330287
LEBANON, OH
Past

November 14, 2024 - February 18, 2026

LPL ENTERPRISE, LLC

RIA
CRD#: 8733
WILMINGTON, OH
Past

November 14, 2024 - February 18, 2026

LPL ENTERPRISE, LLC

BD
CRD#: 8733
WILMINGTON, OH
Past

March 6, 2021 - November 14, 2024

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Wilmington, OH
Past

March 5, 2021 - November 14, 2024

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Wilmington, OH
Past

September 3, 2015 - March 11, 2021

MWA FINANCIAL SERVICES INC.

BD
CRD#: 112630
Wilmington, OH

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
Kentucky
(3/11/2026)
IAR
Ohio
(3/11/2026)
IAR
Texas
(3/10/2026)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/14/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


KW
KLD WEALTH MANAGEMENT
KLD WEALTH MANAGEMENT | KLD WEALTH MANAGEMENT LLC

CRD#: 330287 / SEC#:

Kentucky
Registered Investment Advisory firm - (11/13/2025 Approved)
Ohio
Registered Investment Advisory firm - (4/15/2024 Approved)
Texas
Registered Investment Advisory firm - (9/10/2025 Conditional Restricted)
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Contact information


Main Address
706 Deerfield Rd., Lebanon, OH 45036
Mailing Address
Phone number
(937) 404-5180
Established
Firm type
Fiscal year end
# of Employees
2

Regulatory assets under management


Total Number of Accounts77
AUM (Assets Under Management)$ 8,600,892

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KLD WEALTH MANAGEMENT

CRD#: 330287Lebanon, OH 45036

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