Unclaimed Profile

Tyler Samuel Dritz

FELICITAS GLOBAL PARTNERS, LLC·PASADENA, California

Series 7, Series 66CFAClean record20 years registeredFELICITAS GLOBAL PARTNERS, LLC

65 NORTH RAYMOND AVENUE, PASADENA, CA 91103CRD# 4901826Firm CRD# 292411

Profile Verification

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

Identity

Tyler Samuel Dritz · PASADENA, CA

Registration

CRD #4901826 · FELICITAS GLOBAL PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Jul 2025 – present

LINDBROOK CAPITAL, LLC

May 2011 – Sep 2025

CALABASAS, CA

OPPENHEIMER & CO. INC.

Jan 2006 – May 2011

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 10, 2006

Years registered · 20

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FELICITAS GLOBAL PARTNERS, LLC

CRD 292411 · SEC 801-112594

AUM

$819M

Regulatory assets under management

Employees

13 client accounts

Services offered by FELICITAS GLOBAL PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at FELICITAS GLOBAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Tyler Samuel Dritz offer?

Tyler Samuel Dritz specializes in Investment Management, Retirement Planning. Contact their office in PASADENA, California for a consultation.

What are Tyler Samuel Dritz's credentials?

Tyler Samuel Dritz holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tyler Samuel Dritz located?

Tyler Samuel Dritz is based in PASADENA, California, working with FELICITAS GLOBAL PARTNERS, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Tyler Samuel Dritz charge for services?

Tyler Samuel Dritz's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FELICITAS GLOBAL PARTNERS, LLC?

FELICITAS GLOBAL PARTNERS, LLC has approximately 12 employees and manages $819M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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