Tyler Bolla (CRD# 6469377) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Chicago, IL and has over 8 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Chicago, IL | Apr 2021 - Current | 3 |
| Schwab Private Client Investment Advisory, Inc. | Chicago, IL | Apr 2021 - Current | 3 |
| Bank Of America, N.a. | Rolling Meadows, IL | Jul 2018 - Apr 2021 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rolling Meadows, IL | May 2018 - Apr 2021 | 2 |
| Charles Schwab & Company, Inc. | Indianapolis, IN | Mar 2015 - Apr 2018 | 3 |
| Bmm Logistics | Chicago, IL | Jul 2014 - Jan 2015 | < 1 |
| Purdue University North Central | Westville, IN | Jan 2013 - Aug 2014 | 1 |
| Purdue University North Central | Westville, IN | Aug 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- IL
- IN
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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