Tyler
Wolfson

First Light Retirement, LLC

CRD#5012340
Investment Advisor
in Del Mar, CA

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About this Advisor

Tyler Wolfson is a financial advisor based in Del Mar, California, working with First Light Retirement, LLC. Tyler has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, First Light Retirement, LLC, and Wells Fargo Advisors. Tyler has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Tyler is part of First Light Retirement, LLC, which operates out of Del Mar, California. The firm has 2 employees and manages assets totaling $666.2 million. The services offered by the firm include pension consulting services. The fee structure at First Light Retirement, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets

Office Location

1330 Camino Del Mar
Del Mar, CA 92014

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First Light Retirement, LLC Brokerage Details

Total Assets Under Management

$666,207,971

CA Average: $7,578,581,321
Total Number of Employees

2

CA Average: 43
Total Number of Accounts

23

CA Average: 3,727
Average Account Size

$28,965,564

CA Average: $2,033,427

Investment Advisory Services

  • Pension consulting services

Tyler Wolfson Work History

2021 - Present (3 years)

First Light Retirement, LLC

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors, LLC

2009 - 2021 (12 years)

Wells Fargo Advisors

Disclosures

Please visit the SEC profile of Tyler Wolfson 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 First Light Retirement, LLC

Tyler Wolfson
Del Mar, CA
Thomas Wolfson
Del Mar, CA

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