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TL

Tyler A. Logan

THE INVESTMENT HOUSE LLC
Redondo Beach, CA 90277
Some features on this profile are disabled
CRD#: 7476671
TL

Professional summary

Tyler Adam Logan is a registered financial advisor currently at THE INVESTMENT HOUSE LLC located in Redondo Beach, California.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tyler has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Adam Logan'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

February 16, 2022 - Present

THE INVESTMENT HOUSE LLC

Office #1: 210 Avenue I Ste C, Redondo Beach, CA 90277
RIA
CRD#: 163493
Redondo Beach, CA

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".
TI
THE INVESTMENT HOUSE LLC
THE INVESTMENT HOUSE LLC

CRD#: 163493 / SEC#: 801-76547

RIA
Registered Investment Advisory firm - (5/10/2012 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
California
(2/16/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/16/2022
Uniform Investment Adviser Law Examination

Current Firm

TI
THE INVESTMENT HOUSE LLC
THE INVESTMENT HOUSE LLC

CRD#: 163493 / SEC#: 801-76547

RIA
Registered Investment Advisory firm - (5/10/2012 Approved)
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Contact information

Main Address
210 Avenue I Ste C, Redondo Beach, CA 90277
Mailing Address
5940 S. Rainbow Blvd Suite 400 Pmb 57150, Las Vegas, NV 89118-2507
Phone number
(310) 873-3021
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (10 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

FORM ADV PART 2A MARCH 2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts556
AUM (Assets Under Management)$ 1,951,065,000

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

THE INVESTMENT HOUSE LLC

CRD#: 163493Redondo Beach, CA 90277

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