Unclaimed Profile

Tyler Douglas Levy

CROWDSTREET ADVISORS, LLC·AUSTIN, Texas

SIE, Series 65, Series 79TOClean record3 years registeredCROWDSTREET ADVISORS, LLC

98 SAN JACINTO BOULEVARD, AUSTIN, TX 78701CRD# 7476735Firm CRD# 299176

Profile Verification

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

Identity

Tyler Douglas Levy · AUSTIN, TX

Registration

CRD #7476735 · CROWDSTREET ADVISORS, LLC · 3 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CROWDSTREET ADVISORS, LLC

CROWDSTREET ADVISORS, LLC

Oct 2022 – Apr 2023

Dallas, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 65

Series 79TO

Registration record

First registered · October 31, 2022

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CROWDSTREET ADVISORS, LLC

CRD 299176 · SEC 801-114281

AUM

$309M

Regulatory assets under management

Employees

30 client accounts

Services offered by CROWDSTREET ADVISORS, LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at CROWDSTREET ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Tyler Douglas Levy offer?

Tyler Douglas Levy specializes in Investment Management, Retirement Planning, Fee-Only Advisory.

What are Tyler Douglas Levy's credentials?

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

Where is Tyler Douglas Levy located?

Tyler Douglas Levy is based in AUSTIN, Texas, last registered with CROWDSTREET ADVISORS, LLC.

How does Tyler Douglas Levy charge for services?

Tyler Douglas Levy'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 CROWDSTREET ADVISORS, LLC?

CROWDSTREET ADVISORS, LLC has approximately 17 employees and manages $309M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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