Unclaimed Profile

Steven Zurlis

TYCHE WEALTH PARTNERS LLC·PLANO, Texas

SIE, Series 3, Series 7, Series 9, Series 10, Series 63Clean record23 years registeredTYCHE WEALTH PARTNERS LLC

5700 GRANITE PARKWAY, PLANO, TX 75024CRD# 4024067Firm CRD# 326006

Profile Verification

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

Identity

Steven Zurlis · PLANO, TX

Registration

CRD #4024067 · TYCHE WEALTH PARTNERS LLC · 23 years registered

Brand Profile

Not yet started

Career History

ASTRA WEALTH MANAGEMENT GROUP

May 2023 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Oct 2020 – May 2023

PLANO, TX

WELLS FARGO CLEARING SERVICES, LLC

Jan 2008 – Oct 2020

PLANO, TX

A. G. EDWARDS & SONS, INC.

Aug 2002 – Jan 2008

PLANO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 63

Registration record

First registered · August 22, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TYCHE WEALTH PARTNERS LLC

CRD 326006 · SEC 801-127984

AUM

$1.1B

Regulatory assets under management

Employees

2,796 client accounts

Services offered by TYCHE WEALTH PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TYCHE WEALTH PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Steven Zurlis offer?

Steven Zurlis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLANO, Texas for a consultation.

What are Steven Zurlis's credentials?

Steven Zurlis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Zurlis located?

Steven Zurlis is based in PLANO, Texas, working with TYCHE WEALTH PARTNERS LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.

How does Steven Zurlis charge for services?

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

How large is TYCHE WEALTH PARTNERS LLC?

TYCHE WEALTH PARTNERS LLC has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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