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TS

Tyler Stephens

EVERTERN WEALTH
NAPLES, FL 34103
Some features on this profile are disabled
CRD#: 6727573
TS
Tyler StephensEVERTERN WEALTH

Professional summary

Tyler Stephens, who also goes by Tyler Richard Stephens, is a registered financial advisor currently at EVERTERN WEALTH, LLC located in Naples, Florida.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tyler has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Tyler Richard Stephens

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Stephens's CRS (Customer Relationship Summary).
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

July 23, 2026 - Present

EVERTERN WEALTH, LLC

Office #1: 4501 Tamiami Trail N Suite 100, Naples, FL 34103
RIA
CRD#: 340830
NAPLES, FL
Past

August 3, 2023 - April 24, 2026

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NAPLES, FL
Past

December 10, 2022 - April 24, 2026

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
NAPLES, FL

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
Florida
(7/23/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/2/2023
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/13/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/10/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/24/2021
Securities Industry Essentials Examination

Current Firm

EW
EVERTERN WEALTH, LLC
EVERTERN WEALTH | EVERTERN WEALTH, LLC

CRD#: 340830 / SEC#: 801-135576

RIA
Registered Investment Advisory firm - (3/31/2026 120-Day Approval)
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Contact information

Main Address
4501 Tamiami Trail N Suite 100, Naples, FL 34103
Mailing Address
Phone number
(239) 508-7700
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVERTERN WEALTH ADV PART 2A (4/1/2026)
0

Red Flags

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

Company Information

EVERTERN WEALTH, LLC

CRD#: 340830Naples, FL 34103

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