Tyler E. Staniford
Professional summary
Tyler Edward Staniford, who also goes by Tyler Staniford, is a registered financial advisor currently at 49 FINANCIAL located in Austin, Texas.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Tyler has worked at 5 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 Edward Staniford's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2023 - Present
49 FINANCIAL
Office #1: 3711 S Mopac Expy Suite 150, Austin, TX 78746June 23, 2020 - December 31, 2022
THRIVENT ADVISOR NETWORK, LLC
December 7, 2019 - July 2, 2020
PKS ADVISORY SERVICES, LLC
November 15, 2019 - January 18, 2024
PURSHE KAPLAN STERLING INVESTMENTS
August 24, 2018 - November 19, 2019
EQUITABLE ADVISORS, LLC
July 30, 2018 - November 19, 2019
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
49 FINANCIAL
CRD#: 319484 / SEC#: 801-123687
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2023)
Exams
Current Firm
49 FINANCIAL
CRD#: 319484 / SEC#: 801-123687
Contact information
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,989 |
| AUM (Assets Under Management) | $ 871,379,407 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/25/2025 |
Red Flags
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