Tyler B. Hillyer
RITHOLTZ WEALTH MANAGEMENT | Financial Planner
Princeton, WV
Some features on this profile are disabled
CRD#: 7131863
Professional summary
Tyler Blake Hillyer, CFP® is a registered financial advisor currently at RITHOLTZ WEALTH MANAGEMENT located in Princeton, West Virginia.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Tyler has worked at 3 firms and has passed the Series 65 and SIE exams.
Biography
Tyler began his career working in institutional investment research. However, seeing his family and friends receive poor financial advice led him to pursue a career in wealth management instead. He now focuses on helping families create and manage holistic financial plans that encompass all aspects of their investments, taxes, estate planning, and other economic considerations. A native of West Virginia, Tyler graduated summa cum laude from Morehead State University, where he captained the golf team and majored in finance. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2023. Outside of the office, Tyler enjoys traveling with his wife, golfing, and attending sporting events.
Question & Answer
What are your service offerings?
Tax Planning
Budgeting
Comprehensive Financial Planni...
Retirement Income Management
Employee and Employer Plan Ben...
Education Planning
Estate Planning
Investment Planning
What is your minimum asset requirement?
1
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Blake Hillyer's 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®
CFP®
Start date: 2023
Experience
Current
February 3, 2025 - Present
RITHOLTZ WEALTH MANAGEMENT
RIA
CRD#: 168652
Princeton, WV
Past
July 29, 2022 - February 5, 2025
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
Roanoke, VA
Past
May 2, 2021 - February 17, 2023
HCO PRIVATE WEALTH
RIA
CRD#: 150248
ROANOKE, VA
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".
RW
RITHOLTZ WEALTH MANAGEMENT
COMPREHENSIVE PORTFOLIO MANAGEMENT, LLC | RITHOLTZ WEALTH MANAGEMENT | RITHOLTZ & CO. | LIFTOFF | GOOD ADVICE
CRD#: 168652 / SEC#: 801-78479
RIA
Registered Investment Advisory firm - (9/16/2013 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
West Virginia(2/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
RW
RITHOLTZ WEALTH MANAGEMENT
COMPREHENSIVE PORTFOLIO MANAGEMENT, LLC | RITHOLTZ WEALTH MANAGEMENT | RITHOLTZ & CO. | LIFTOFF | GOOD ADVICE
CRD#: 168652 / SEC#: 801-78479
RIA
Registered Investment Advisory firm - (9/16/2013 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
24 West 40th Street 15th Floor, New York, NY 10018
Mailing Address
Phone number
(212) 625-1200
Established
Firm type
Fiscal year end
# of Employees
71
SEC notice filing (48 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,801 |
| AUM (Assets Under Management) | $ 6,459,181,176 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/28/2025 | ||
| 04/10/2024 |
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.
