Tyler S. Wright

STILLWATER WEALTH MANAGEMENT GROUP LLC

Juno Beach, FL 33408

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CRD#: 6823189

Professional summary

Tyler Steven Wright, who also goes by Tyler S. Wright, Tyler Wright, is a registered financial advisor currently at STILLWATER WEALTH MANAGEMENT GROUP LLC located in Juno Beach, Florida.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Tyler has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tyler S. Wright | Tyler Wright

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.

Tyler Steven Wright is an independent licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Steven Wright'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

September 21, 2020 - Present

STILLWATER WEALTH MANAGEMENT GROUP LLC

Office #1: 790 Juno Ocean Walk Suite 202c, Juno Beach, FL 33408

RIA

CRD#: 309796

Juno Beach, FL

Past

November 8, 2017 - September 18, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BOCA RATON, FL

Past

August 22, 2017 - September 18, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BOCA RATON, 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".

STILLWATER WEALTH MANAGEMENT GROUP LLC

STILLWATER WEALTH MANAGEMENT GROUP LLC | STILLWATER WEALTH MANAGEMENT LLC

CRD#: 309796 / SEC#: 801-127481

RIA

Registered Investment Advisory firm - (3/17/2023 Approved)

Florida

Registered Investment Advisory firm - (11/27/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (3/31/2023 Terminated)

Texas

Registered Investment Advisory firm - (3/28/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(9/21/2020)

IAR

North Carolina
(8/31/2021)

IAR

Texas
(8/8/2022)

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

State Security Law Exam

IAR

Series 66

Date: 11/2/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/2017

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 5/19/2016

National Commodity Futures Examination

Current Firm

STILLWATER WEALTH MANAGEMENT GROUP LLC

STILLWATER WEALTH MANAGEMENT GROUP LLC | STILLWATER WEALTH MANAGEMENT LLC

CRD#: 309796 / SEC#: 801-127481

RIA

Registered Investment Advisory firm - (3/17/2023 Approved)

Florida

Registered Investment Advisory firm - (11/27/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (3/31/2023 Terminated)

Texas

Registered Investment Advisory firm - (3/28/2023 Terminated)

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Contact information

Main Address

790 Juno Ocean Walk Suite 202c, Juno Beach, FL 33408

Mailing Address

Phone number

(561) 214-4125

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- STILLWATER WEALTH MANAGEMENT GROUP LLC (2/11/2025)

Regulatory assets under management

Total Number of Accounts	379
AUM (Assets Under Management)	$ 162,893,550

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.

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Advisor Monitoring

Firm Stability Insights

Tyler S. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

STILLWATER WEALTH MANAGEMENT GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/2/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/22/2017

Series 3

Date: 5/19/2016

Current Firm

STILLWATER WEALTH MANAGEMENT GROUP LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STILLWATER WEALTH MANAGEMENT GROUP LLC

TRUST BUT VERIFY

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