Unclaimed Profile

Tyler Shane Bethea

CH INVESTMENT PARTNERS, LLC·DALLAS, Texas

SIE, Series 3, Series 7, Series 65, Series 66Clean record19 years registeredCH INVESTMENT PARTNERS, LLC

3953 MAPLE AVENUE, DALLAS, TX 75219CRD# 5143331Firm CRD# 301481

Profile Verification

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

Identity

Tyler Shane Bethea · DALLAS, TX

Registration

CRD #5143331 · CH INVESTMENT PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

CRESSET ASSET MANAGEMENT, LLC

Feb 2025 – present

CROW HOLDINGS CAPITAL

Dec 2016 – Nov 2019

DALLAS, TX

J.P. MORGAN SECURITIES LLC

Aug 2009 – May 2012

DALLAS, TX

AXA ADVISORS, LLC

Sep 2006 – Nov 2007

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 65

Series 66

Registration record

First registered · September 8, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CH INVESTMENT PARTNERS, LLC

CRD 301481 · SEC 801-117353

AUM

$5.1B

Regulatory assets under management

Employees

1,146 client accounts

Services offered by CH INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CH INVESTMENT PARTNERS, LLC →

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 →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Tyler Shane Bethea offer?

Tyler Shane Bethea specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Tyler Shane Bethea's credentials?

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

Where is Tyler Shane Bethea located?

Tyler Shane Bethea is based in DALLAS, Texas, working with CH INVESTMENT PARTNERS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Tyler Shane Bethea charge for services?

Tyler Shane Bethea'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 CH INVESTMENT PARTNERS, LLC?

CH INVESTMENT PARTNERS, LLC has approximately 39 employees and manages $5.1B 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 →