AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DF

Damian T. Ferguson

UHLMANN INVESTMENT MANAGEMENT, L.L.C.
Jacksonville , FL
CRD#: 7691540
Some features on this profile are disabled
DF
Damian Tyler FergusonUHLMANN INVESTMENT MANAGEMENT, L.L.C.

Professional summary

Damian Tyler Ferguson, who also goes by Tyler Ferguson, is a registered financial advisor currently at UHLMANN INVESTMENT MANAGEMENT, L.L.C. located in Jacksonville , Florida and UHLMANN PRICE SECURITIES, LLC located in Skokie, Illinois.

Damian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Damian has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tyler Ferguson

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 Damian Tyler Ferguson'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

June 1, 2026 - Present

UHLMANN INVESTMENT MANAGEMENT, L.L.C.

RIA
CRD#: 118025
Jacksonville , FL
Current

June 1, 2026 - Present

UHLMANN PRICE SECURITIES, LLC

Office #1: 5202 Old Orchard Road Suite 250, Skokie, IL 60077
BD
CRD#: 42854
SKOKIE, IL
Past

November 3, 2025 - May 28, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
GLEN ST MARY, FL
Past

July 3, 2023 - May 28, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL

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".
UI
UHLMANN INVESTMENT MANAGEMENT, L.L.C.
PERPETUAL WEALTH MANAGEMENT | UHLMANN INVESTMENT MANAGEMENT, LLC | UHLMANN INVESTMENT MANAGEMENT, L.L.C. | UHLMANN INVESTMENT MANAGEMENT, L.L.C.

CRD#: 118025 / SEC#: 801-113188

RIA
Registered Investment Advisory firm - (5/7/2018 Approved)
Arizona
Registered Investment Advisory firm - (8/15/2017 Approved)
Georgia
Registered Investment Advisory firm - (7/28/2017 Terminated)
Illinois
Registered Investment Advisory firm - (5/7/2018 Terminated)
Indiana
Registered Investment Advisory firm - (11/18/2014 Terminated)
Kansas
Registered Investment Advisory firm - (1/15/2026 Terminated)
Louisiana
Registered Investment Advisory firm - (11/18/2014 Terminated)
Michigan
Registered Investment Advisory firm - (8/1/2017 Terminated)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(6/1/2026)
IAR
Florida
(6/10/2026)
RR
Illinois
(6/1/2026)
IAR
Illinois
(6/1/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/29/2025
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/13/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/3/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/18/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

UI
UHLMANN INVESTMENT MANAGEMENT, L.L.C.
PERPETUAL WEALTH MANAGEMENT | UHLMANN INVESTMENT MANAGEMENT, LLC | UHLMANN INVESTMENT MANAGEMENT, L.L.C. | UHLMANN INVESTMENT MANAGEMENT, L.L.C.

CRD#: 118025 / SEC#: 801-113188

RIA
Registered Investment Advisory firm - (5/7/2018 Approved)
Arizona
Registered Investment Advisory firm - (8/15/2017 Approved)
Georgia
Registered Investment Advisory firm - (7/28/2017 Terminated)
Illinois
Registered Investment Advisory firm - (5/7/2018 Terminated)
Indiana
Registered Investment Advisory firm - (11/18/2014 Terminated)
Kansas
Registered Investment Advisory firm - (1/15/2026 Terminated)
Louisiana
Registered Investment Advisory firm - (11/18/2014 Terminated)
Michigan
Registered Investment Advisory firm - (8/1/2017 Terminated)
Loading...

Contact information

Main Address
5202 Old Orchard Road Suite 250, Skokie, IL 60077
Mailing Address
Phone number
(312) 264-4400
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KONN_ADV PART 2B (2/3/2026)
ARMOUR_ADV PART 2B (2/3/2026)
BAER_ADV PART 2B (2/3/2026)
DILLON_ADV PART 2B (2/3/2026)
FINKEL_ADV PART2B (2/3/2026)
DOODY_ADV PART 2B (2/3/2026)
THOMAS LANGER (2/3/2026)
GORDON FALLONE (2/3/2026)
WILLIAM LILLWITZ ADV PART 2B (2/3/2026)
HERMANN ADV PART 2B (2/3/2026)
03.30.2023 UHLMANN INVESTMENT MANAGEMENT LLC (2/3/2026)
MAUREEN MACKOWSKI ADV 2B (2/3/2026)
UHLMANN INVESTMENT MANAGEMENT ADV II 11/05/2025 (2/3/2026)
JAMES KOZAK (2/3/2026)

Regulatory assets under management

Total Number of Accounts460
AUM (Assets Under Management)$ 273,182,000

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

UHLMANN INVESTMENT MANAGEMENT, L.L.C.

CRD#: 118025Jacksonville , FL

TRUST BUT VERIFY

Monitor Damian Ferguson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.