Unclaimed Profile

Tyler D Wolfson

FIRST LIGHT RETIREMENT, LLC·DEL MAR, California

Clean recordFIRST 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tyler D Wolfson is a registered financial advisor based in DEL MAR, California, affiliated with FIRST LIGHT RETIREMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Tyler

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Tyler is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

FIRST LIGHT RETIREMENT, LLC

AUM

$666M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIRST LIGHT RETIREMENT, LLC →

Services

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5012340

Firm CRD# 314509

View on FINRA BrokerCheck →

Looking for a financial advisor in DEL MAR?

Browse all registered financial advisors in DEL MAR, California or claim this profile if it's yours.

Browse DEL MAR Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →