TH
Tyler Hasty
CARSONALLARIA WEALTH MANAGEMENT, LTD.
GLEN CARBON, IL 62034
Some features on this profile are disabled
CRD#: 7992514
TH
Professional summary
Tyler Hasty is a registered financial advisor currently at CARSONALLARIA WEALTH MANAGEMENT, LTD. located in Glen Carbon, Illinois.
Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. 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.
a. the name of the other business: Licensed life and health insurance agent b. whether the business is investment-related: No c. the address of the other business: 2246 S. State Route 157, Suite 225, Glen Carbon, IL 62034 d. the nature of the other business: Life and Health Insurance e. your position: f. title, or relationship with the other business: g. the start date of your relationship: 07/02/2024 h. the approximate number of hours/month you devote to the other business: N/A i. the number of hours you devote to the other business during securities trading hours: N/A j. and briefly describe your duties relating to the other business: Life and Health Insurance
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Hasty'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®
NoneExperience
Current
October 2, 2024 - Present
CARSONALLARIA WEALTH MANAGEMENT, LTD.
Office #1: 1 Ginger Creek Meadows Dr, Glen Carbon, IL 62034RIA
CRD#: 157998
GLEN CARBON, IL
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".
CW
CARSONALLARIA WEALTH MANAGEMENT, LTD.
CARSONALLARIA WEALTH MANAGEMENT, LTD. | MERIDIAN FINANCIAL GROUP, LTD.
CRD#: 157998 / SEC#: 801-112867
RIA
Registered Investment Advisory firm - (4/19/2018 Approved)Illinois
Registered Investment Advisory firm - (4/19/2018 Terminated)Missouri
Registered Investment Advisory firm - (6/25/2014 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.Highlighted states indicate IAR registrations
IAR
Illinois(10/2/2024)
Current Firm
CW
CARSONALLARIA WEALTH MANAGEMENT, LTD.
CARSONALLARIA WEALTH MANAGEMENT, LTD. | MERIDIAN FINANCIAL GROUP, LTD.
CRD#: 157998 / SEC#: 801-112867
RIA
Registered Investment Advisory firm - (4/19/2018 Approved)Illinois
Registered Investment Advisory firm - (4/19/2018 Terminated)Missouri
Registered Investment Advisory firm - (6/25/2014 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1 Ginger Creek Meadows Dr, Glen Carbon, IL 62034
Mailing Address
Phone number
(618) 288-9505
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 643 |
| AUM (Assets Under Management) | $ 567,460,328 |
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
CARSONALLARIA WEALTH MANAGEMENT, LTD.
CRD#: 157998Glen Carbon, IL 62034TRUST BUT VERIFY
Monitor Tyler Hasty
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
