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TW

Tyler S. Weitzenfeld

FORESIDE FUND SERVICES
Denver, CO 80206
Some features on this profile are disabled
CRD#: 7932409
TW
Tyler Scott WeitzenfeldFORESIDE FUND SERVICES

Professional summary

Tyler Scott Weitzenfeld, who also goes by Tyler Weitzenfeld, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Denver, Colorado.

Tyler is registered as a RR (Registered Representative) and started their career in finance in 2024. Tyler has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Tyler Weitzenfeld

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) Name: Innovest Capital Solutions Address: 11632 E Lake Ave Englewood, Colorado 80111 Title: Owner Start: Oct 2023 Not securities business related. This was opened to put an investment property in and then the deal fell through so now I just hold the LLC. 2) Name: HammerHQ Fishing LLC Address: 2050 alta meadow ln Delray beach FL #2109 33444 Title: partner start: 5/5/2025 time: 3-4 hours a week. I started running Shark Fishing Charters in my free time. I am an owner. Not investment securities related

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Tyler Scott Weitzenfeld'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

September 16, 2026 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 240 St. Paul Street Suite 400, Denver, CO 80206
BD
CRD#: 46106
Denver, CO
Past

October 30, 2024 - July 28, 2026

ADVISORS ASSET MANAGEMENT, INC.

RIA
CRD#: 46727
Boca Raton, FL
Past

August 15, 2024 - July 28, 2026

ADVISORS ASSET MANAGEMENT, INC.

BD
CRD#: 46727
Boca Raton, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Alaska
(9/16/2026)
RR
California
(9/16/2026)
RR
Colorado
(9/16/2026)
RR
Hawaii
(9/16/2026)
RR
Nevada
(9/16/2026)
RR
Oregon
(9/16/2026)
RR
Washington
(9/16/2026)

Exams

What does exam status mean?
State Security Law Exam
RR
PR
Series 66
Status Unavailable
Passed: 10/28/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Status Unavailable
Passed: 8/15/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 6/28/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

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

FORESIDE FUND SERVICES, LLC

CRD#: 46106Denver, CO 80206

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