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Tyler St. Clair Ayres

KLD WEALTH MANAGEMENT
LEBANON, OH
·CRD# 6530439·11 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Tyler St Clair Ayres, Tyler St. Clair Ayres

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

11 years in the financial services industry

Current & Past Employments

KLD WEALTH MANAGEMENT·CRD# 330287
RIA
706 Deerfield Rd., Lebanon, OH 45036
March 10, 2026 - Present
LPL ENTERPRISE, LLC·CRD# 8733
RIA
Wilmington, OH
November 14, 2024 - February 18, 2026
LPL ENTERPRISE, LLC·CRD# 8733
BD
Wilmington, OH
November 14, 2024 - February 18, 2026
PRUCO SECURITIES, LLC.·CRD# 5685
RIA
Wilmington, OH
March 6, 2021 - November 14, 2024
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Wilmington, OH
March 5, 2021 - November 14, 2024
MWA FINANCIAL SERVICES INC.·CRD# 112630
BD
Wilmington, OH
September 3, 2015 - March 11, 2021

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Current Firm

KW
KLD WEALTH MANAGEMENT

KLD WEALTH MANAGEMENT | KLD WEALTH MANAGEMENT LLC

CRD#: 330287
Kentucky
Registered Investment Advisory firm - Kentucky (11/13/2025 Approved)
Ohio
Registered Investment Advisory firm - Ohio (4/15/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (9/10/2025 Conditional Restricted)

Contact Information

Main Address

706 Deerfield Rd., Lebanon, OH 45036

Phone Number

(937) 404-5180

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

77

AUM (Assets Under Management)

$8,600,892

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) 12/27/2024 - Lucky Lane Farms - Farm - Complete the bookkeeping/accounting for the family farm operations - Not INV Related - At Hillsboro, OH - Start Date 05/05/2014 - 20hrs/mth - 0hrs During Trading 2) Independent Insurance Agent; Investment Related; LOA in Accident & Health/Life/Variable; Start Date 12/2014; Approx 0 hours/month

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

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2023About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2020About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Mar 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2015About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Tyler St. Clair Ayres's CRS (Customer Relationship Summary).

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