TC
Tyler D. Chacon
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT
Gainesville, FL 32653
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CRD#: 6682950
TC
Professional summary
Tyler David Chacon, CFP® is a registered financial advisor currently at CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC located in Gainesville, Florida.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Tyler has worked at 4 firms and has passed the Series 66, SIE 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.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler David Chacon'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®
Experience
Current
January 22, 2018 - Present
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
Office #1: 6208 Nw 43rd Street, Gainesville, FL 32653RIA
CRD#: 154242
Gainesville, FL
Past
August 17, 2017 - December 26, 2017
ERNST & YOUNG INVESTMENT ADVISERS LLP
RIA
CRD#: 110921
Tampa, FL
Past
September 26, 2016 - July 11, 2017
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
TAMPA, FL
Past
July 27, 2016 - July 11, 2017
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
TAMPA, FL
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".
CD
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT | CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
CRD#: 154242 / SEC#: 801-123284
RIA
Registered Investment Advisory firm - (2/18/2022 Approved)California
Registered Investment Advisory firm - (5/5/2022 Terminated)Florida
Registered Investment Advisory firm - (4/5/2022 Terminated)Georgia
Registered Investment Advisory firm - (4/18/2022 Terminated)Louisiana
Registered Investment Advisory firm - (4/12/2022 Terminated)Texas
Registered Investment Advisory firm - (4/5/2022 Terminated)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
California(1/22/2018)
IAR
Florida(2/28/2018)
IAR
Georgia(3/2/2020)
IAR
Louisiana(1/22/2018)
IAR
Texas(1/22/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CD
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT | CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
CRD#: 154242 / SEC#: 801-123284
RIA
Registered Investment Advisory firm - (2/18/2022 Approved)California
Registered Investment Advisory firm - (5/5/2022 Terminated)Florida
Registered Investment Advisory firm - (4/5/2022 Terminated)Georgia
Registered Investment Advisory firm - (4/18/2022 Terminated)Louisiana
Registered Investment Advisory firm - (4/12/2022 Terminated)Texas
Registered Investment Advisory firm - (4/5/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6208 Nw 43rd Street, Gainesville, FL 32653
Mailing Address
Phone number
(888) 392-8007
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 713 |
| AUM (Assets Under Management) | $ 124,652,736 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
