Tyler Peterson

RUNEY & ASSOCIATES WEALTH MANAGEMENT

Mount Pleasant, SC 29464

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CRD#: 7489555

Professional summary

Tyler Peterson is a registered financial advisor currently at RUNEY & ASSOCIATES WEALTH MANAGEMENT located in Mount Pleasant, South Carolina.

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.

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.

1. Rental property not under a formal business name, Investment related - No, not related to securities investments, Address of the other business: 715 Hampshire Avenue Pittsburgh, PA 15216, Nature of the other business: Investment property,Position, title: Property owner, Start date: 6/17/2020, Approximate number of hours/month you devote to the other business: 2 hours/month, Number of hours you devote to the other business during securities trading hours: 0 hours,Briefly describe your duties: Coordinate property maintenance, bring in tenants, address tenant questions/concerns, collect monthly rent payments

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Peterson'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®

None

Experience

Current

January 7, 2022 - Present

RUNEY & ASSOCIATES WEALTH MANAGEMENT

Office #1: 761 Coleman Blvd. Suite E, Mount Pleasant, SC 29464

RIA

CRD#: 171271

Mount Pleasant, SC

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

South Carolina
(1/7/2022)

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 65

Date: 10/4/2021

Uniform Investment Adviser Law Examination

Current Firm

RUNEY & ASSOCIATES WEALTH MANAGEMENT

E & R WEALTH MANAGEMENT, LLC | RUNEY & ASSOCIATES WEALTH MANAGEMENT

CRD#: 171271 / SEC#:

South Carolina

Registered Investment Advisory firm - (6/3/2014 Approved)

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Contact information

Main Address

761 Coleman Blvd. Suite E, Mount Pleasant, SC 29464

Mailing Address

Phone number

(843) 654-1211

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	271
AUM (Assets Under Management)	$ 90,785,034

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Tyler Peterson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Peterson's CRS (Customer Relationship Summary).

Certified licenses

Experience

RUNEY & ASSOCIATES WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/4/2021

Current Firm

RUNEY & ASSOCIATES WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RUNEY & ASSOCIATES WEALTH MANAGEMENT

TRUST BUT VERIFY

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