Tyler A. Deleon

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Columbus, OH 43240-2078

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CRD#: 7496891

Professional summary

Tyler Anthony Deleon, who also goes by Tyler Anthony Deleon, is a registered financial advisor currently at ACCOLADE ASSET/LIABILITY ADVISORY SERVICES located in Columbus, Ohio.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tyler has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tyler Anthony Deleon

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 Anthony Deleon'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

November 12, 2024 - Present

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Office #1: 8700 Orion Place Suite 100, Columbus, OH 43240-2078

RIA

CRD#: 145635

Columbus, OH

Past

July 25, 2023 - November 1, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Columbus, OH

Past

July 25, 2023 - November 1, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Columbus, OH

Past

June 27, 2023 - July 8, 2023

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Upper Arlington, OH

Past

June 27, 2023 - July 8, 2023

J.P. MORGAN SECURITIES LLC

CRD#: 79

Upper Arlington, OH

Past

June 17, 2022 - February 16, 2023

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Dallas, TX

Past

May 16, 2022 - February 16, 2023

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Dallas, TX

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".

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES | ACCOLADE INVESTMENT ADVISORY, LLC

CRD#: 145635 / SEC#: 801-68695

RIA

Registered Investment Advisory firm - (1/23/2008 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

Ohio
(11/12/2024)

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: 6/17/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/16/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/20/2021

Securities Industry Essentials Examination

Current Firm

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES | ACCOLADE INVESTMENT ADVISORY, LLC

CRD#: 145635 / SEC#: 801-68695

RIA

Registered Investment Advisory firm - (1/23/2008 Approved)

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Contact information

Main Address

8700 Orion Place Suite 100, Columbus, OH 43240-2078

Mailing Address

Phone number

(614) 816-2694

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ACCOLADE ADV PART 2 (1/30/2025)

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 1,462,297,994

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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Advisor Monitoring

Firm Stability Insights

Tyler A. Deleon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 6/17/2022

Series 7TO

Date: 5/16/2022

SIE

Date: 8/20/2021

Current Firm

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCOLADE ASSET/LIABILITY ADVISORY SERVICES

TRUST BUT VERIFY

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