Dwayne M. Tyril

KREITLER FINANCIAL LLC

New Haven, CT 06510

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CRD#: 7001946

Professional summary

Dwayne Michael Tyril is a registered financial advisor currently at KREITLER FINANCIAL LLC located in New Haven, Connecticut.

Dwayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Dwayne has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Big Pickup Basketball LLC, Non-investment Related, Ansonia, CT, Fitness Franchise, Investor, Owner, Memeber, 3-5 hours per week, 0 hours during trading, Finance and Business strategy duties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dwayne Michael Tyril'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 1, 2020 - Present

KREITLER FINANCIAL LLC

Office #1: 265 Church Street Suite 501, New Haven, CT 06510

RIA

CRD#: 309056

New Haven, CT

Past

January 10, 2019 - July 10, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

NEW HAVEN, CT

Past

November 8, 2018 - July 10, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

NEW HAVEN, CT

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".

KREITLER FINANCIAL LLC

CRD#: 309056 / SEC#: 801-118881

RIA

Registered Investment Advisory firm - (6/9/2020 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

Connecticut
(7/1/2020)

IAR

Texas
(7/1/2020)

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: 12/28/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 11/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/8/2018

General Securities Representative Examination

Current Firm

KREITLER FINANCIAL LLC

CRD#: 309056 / SEC#: 801-118881

RIA

Registered Investment Advisory firm - (6/9/2020 Approved)

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Contact information

Main Address

265 Church Street Suite 501, New Haven, CT 06510

Mailing Address

Phone number

(203) 867-4396

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	917
AUM (Assets Under Management)	$ 514,912,522

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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Dwayne M. Tyril

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dwayne Michael Tyril's CRS (Customer Relationship Summary).

Certified licenses

Experience

KREITLER FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

KREITLER FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/28/2018

SIE

Date: 11/9/2018

Series 7

Date: 11/8/2018

Current Firm

KREITLER FINANCIAL LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KREITLER FINANCIAL LLC

TRUST BUT VERIFY

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