Tyler D. Cunningham
Professional summary
Tyler Duluth Cunningham, CFP®, who also goes by Tyler Cunningham, is a registered financial advisor currently at BALTIMORE-WASHINGTON FINANCIAL ADVISORS located in Columbia, Maryland.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Tyler has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Duluth Cunningham's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
March 4, 2021 - Present
BALTIMORE-WASHINGTON FINANCIAL ADVISORS
Office #1: 5950 Symphony Woods Rd. Suite 600, Columbia, MD 21044February 18, 2020 - February 8, 2021
T. ROWE PRICE ADVISORY SERVICES, INC.
February 1, 2017 - February 8, 2021
T. ROWE PRICE INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
BALTIMORE-WASHINGTON FINANCIAL ADVISORS
CRD#: 159388 / SEC#: 801-76893
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/4/2021)
Exams
Current Firm
BALTIMORE-WASHINGTON FINANCIAL ADVISORS
CRD#: 159388 / SEC#: 801-76893
Contact information
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,975 |
| AUM (Assets Under Management) | $ 2,828,296,993 |
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.
