Tyler
Pellerito

United Planners' Financial Services Of America A Limited Partner

CRD#6491928
Investment Advisor
in Scottsdale, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Tyler Pellerito is a financial advisor who works in Scottsdale, Arizona who has 1 year of relevant experience. Pellerito is an employee of United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Blue Cow Cafe, Success Financial Group, LLC, Rauhorn Electric Inc, Summit Brokerage, Inc, Hydaker-Wheatlake Company, Scott'S Body Shop, Success Financial Group LLC, Cetera Advisor Networks and United Planners Financial Services. Pellerito maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Michigan. United Planners' Financial Services Of America A Limited Partner is an advisory company operating out of Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 employees. It controls $6 billion in assets under management between its 50,361 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 83 charitable organizations. Of its 50,361 accounts, just 10% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees usually vary depending on which service is provided. Fee types billed by United Planners' Financial Services Of America A Limited Partner likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

7333 E. Doubletree Ranch Road #120
Scottsdale, AZ 85258-2023

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

United Planners' Financial Services Of America A Limited Partner Brokerage Details

Total Assets Under Management

$6,085,656,351

AZ Average: $1,555,372,352
Total Number of Employees

567

AZ Average: 37
Total Number of Accounts

50,361

AZ Average: 1,370
Average Account Size

$120,841

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Tyler Pellerito Work History

Tyler has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Success Financial Group LLC

2022 - Present (2 years)

United Planners Financial Services

2022 - 2022 (< 1 year)

Cetera Advisor Networks

2020 - 2020 (< 1 year)

J.P. Morgan Securities LLC

2020 - 2022 (2 years)

Scott'S Body Shop

2018 - 2020 (2 years)

Jpmorgan Chase Bank, N.A

2016 - 2016 (< 1 year)

Success Financial Group, LLC

2015 - 2015 (< 1 year)

Summit Brokerage, Inc

2014 - 2018 (4 years)

Blue Cow Cafe

2014 - 2014 (< 1 year)

Rauhorn Electric Inc

2013 - 2014 (1 year)

Hydaker-Wheatlake Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tyler Pellerito to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at United Planners' Financial Services Of America A Limited Partner

Randolph Moore
Scottsdale, AZ
Brittney Deese
Scottsdale, AZ
Tyler Pellerito
Scottsdale, AZ
Brandon Rogers
Salisbury, NC
Mark Giraud
Cypress, CA
Philipp Ballmaier
Scottsdale, AZ
Fabiola Hill
Cypress, CA
Carlee Reed
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started