Tyler J. Hartman
Professional summary
Tyler James Hartman, who also goes by Tyler Hartman, is a registered financial advisor currently at INVICTUS ADVISORY SERVICES located in Buffalo, New York.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Tyler has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tyler James Hartman's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 3, 2024 - Present
INVICTUS ADVISORY SERVICES
Office #1: 1090 Union Road Suite 230, Buffalo, NY 14224October 23, 2023 - February 21, 2024
EQUITABLE ADVISORS, LLC
July 21, 2023 - February 21, 2024
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/3/2024)
Exams
Series 7TO
Date: 7/21/2023
General Securities Representative ExaminationCurrent Firm
INVICTUS ADVISORY SERVICES
CRD#: 312399 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 25,440,679 |
Red Flags
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Company Information
INVICTUS ADVISORY SERVICES
CRD#: 312399Buffalo, NY 14224TRUST BUT VERIFY
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