Unclaimed Profile

Tyler D Wolfson

FIRST LIGHT RETIREMENT, LLC·DEL MAR, California

SIE, Series 7, Series 7TO, Series 63, Series 65Clean record11 years registeredFIRST LIGHT RETIREMENT, LLC

1330 CAMINO DEL MAR, DEL MAR, CA 92014CRD# 5012340Firm CRD# 314509

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tyler D Wolfson · DEL MAR, CA

Registration

CRD #5012340 · FIRST LIGHT RETIREMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

FIRST LIGHT RETIREMENT, LLC

Jun 2021 – present

WELLS FARGO CLEARING SERVICES, LLC

May 2015 – Jun 2021

RANCHO SANTA FE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Registration record

First registered · May 21, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST LIGHT RETIREMENT, LLC

CRD 314509 · SEC 801-121422

AUM

$666M

Regulatory assets under management

Employees

23 client accounts

Services offered by FIRST LIGHT RETIREMENT, LLC

Per Form ADV

Publication of periodicals/newsletters

View all advisors at FIRST LIGHT RETIREMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Tyler D Wolfson offer?

Tyler D Wolfson specializes in Fee-Only Advisory. Contact their office in DEL MAR, California for a consultation.

What are Tyler D Wolfson's credentials?

Tyler D Wolfson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tyler D Wolfson located?

Tyler D Wolfson is based in DEL MAR, California, working with FIRST LIGHT RETIREMENT, LLC. Their office serves clients in the DEL MAR metropolitan area and surrounding communities.

How does Tyler D Wolfson charge for services?

Tyler D Wolfson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST LIGHT RETIREMENT, LLC?

FIRST LIGHT RETIREMENT, LLC has approximately 2 employees and manages $666M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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