Tyler P. Conroy
Professional summary
Tyler P Conroy, CFP® is a registered financial advisor currently at FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. located in Portland, Oregon.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Tyler has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tyler P Conroy's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 10, 2023 - Present
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Office #1: 888 Sw 5th Ave Ste 1200, Portland, OR 97204September 18, 2019 - March 16, 2023
ALDRICH WEALTH LP
December 19, 2016 - September 15, 2019
CHARLES SCHWAB & CO., INC.
October 26, 2016 - September 15, 2019
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD#: 104692 / SEC#: 801-11188
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/10/2023)
(4/10/2023)
Exams
Current Firm
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD#: 104692 / SEC#: 801-11188
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,418 |
| AUM (Assets Under Management) | $ 8,992,352,428 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/15/2025 | ||
| 02/17/2024 | ||
| 02/28/2023 |
Red Flags
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