Unclaimed Profile

Tyler James Pullen

PULLEN INVESTMENT MANAGEMENT·BRADENTON, Florida

Clean record16 years registeredPULLEN INVESTMENT MANAGEMENT

417 12TH STREET W, SUITE 212, BRADENTON, FL 34205CRD# 5783527Firm CRD# 310149

Profile Verification

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

Identity

Tyler James Pullen · BRADENTON, FL

Registration

CRD #5783527 · PULLEN INVESTMENT MANAGEMENT · 16 years registered

Brand Profile

Not yet started

Career History

PULLEN INVESTMENT MANAGEMENT

Aug 2020 – present

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

Mar 2020 – Dec 2020

Sarasota, FL

NATIONAL INVESTMENT SERVICES, INC

Oct 2017 – Mar 2020

Sarasota, FL

BOYD WATTERSON ASSET MANAGEMENT, LLC

Feb 2011 – Apr 2013

SARASOTA, FL

SOVEREIGN ADVISERS

Jul 2010 – Dec 2010

SARASOTA, FL

WOOD ASSET MANAGEMENT LLC

Jul 2010 – Mar 2015

SARASOTA, FL

Registrations & Exams

Registration record

First registered · July 8, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PULLEN INVESTMENT MANAGEMENT, LLC

CRD 310149 · SEC 801-127520

AUM

$141M

Regulatory assets under management

Employees

166 client accounts

Services offered by PULLEN INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PULLEN INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Tyler James Pullen offer?

Tyler James Pullen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRADENTON, Florida for a consultation.

What are Tyler James Pullen's credentials?

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

Where is Tyler James Pullen located?

Tyler James Pullen is based in BRADENTON, Florida, working with PULLEN INVESTMENT MANAGEMENT. Their office serves clients in the BRADENTON metropolitan area and surrounding communities.

How does Tyler James Pullen charge for services?

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

How large is PULLEN INVESTMENT MANAGEMENT?

PULLEN INVESTMENT MANAGEMENT has approximately 4 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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