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TD

Tyler J. Decker

STEADMONT ADVISORS
BIRMINGHAM, AL 35209
Some features on this profile are disabled
CRD#: 6964943
TD

Professional summary


Tyler Joseph Decker, who also goes by Tyler Decker, is a registered financial advisor currently at STEADMONT ADVISORS, LLC located in Birmingham, Alabama.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Tyler has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tyler Decker

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.
High Point Climbing and Fitness;Birmingham, AL 35242; The business is not investment related. High Point Climbing and Fitness is the local rock climbing gym in Birmingham, AL. My position is just general staff. I started working with High Point Climbing and Fitness on November 11, 2019. I work roughly around 25 hours a month only working on some Saturdays and Sundays. Zero hours are devoted to the other business during securities trading hours. My duties include working the front desk and greeting customers as they come into the gym to rock climb.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Tyler Joseph Decker'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

January 12, 2024 - Present

STEADMONT ADVISORS, LLC

Office #1: 2204 Lakeshore Drive Suite 100, Birmingham, AL 35209
RIA
CRD#: 328882
BIRMINGHAM, AL
Past

October 16, 2020 - January 16, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
BIRMINGHAM, AL
Past

May 22, 2020 - January 16, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
BIRMINGHAM, AL

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".
SA
STEADMONT ADVISORS, LLC
STEADMONT ADVISORS, LLC

CRD#: 328882 / SEC#: 801-129271

RIA
Registered Investment Advisory firm - (1/10/2024 Approved)

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
Alabama
(1/12/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/15/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/22/2020
General Securities Representative Examination
General Industry/Product Exam

Current Firm


SA
STEADMONT ADVISORS, LLC
STEADMONT ADVISORS, LLC

CRD#: 328882 / SEC#: 801-129271

RIA
Registered Investment Advisory firm - (1/10/2024 Approved)
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Contact information


Main Address
2204 Lakeshore Drive Suite 100, Birmingham, AL 35209
Mailing Address
Phone number
(205) 721-7005
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (8 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STEADMONT INITIAL ADV FILING (3/7/2025)

Regulatory assets under management


Total Number of Accounts1,173
AUM (Assets Under Management)$ 368,443,788

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.

Company Information


STEADMONT ADVISORS, LLC

CRD#: 328882Birmingham, AL 35209

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