Dwayne
Tyril

Kreitler Financial LLC

CRD#7001946
Investment Advisor
in New Haven, CT

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About this Advisor

Dwayne Tyril is a financial advisor based in New Haven, Connecticut, working with Kreitler Financial LLC. Dwayne has previously held positions at Raymond James Financial Services, Inc, Commonfund, and Kreitler Financial. Dwayne has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and Texas. Currently, Dwayne is part of Kreitler Financial LLC, which operates out of New Haven, Connecticut. The firm has 11 employees and manages assets totaling $476.7 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Kreitler Financial LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

265 Church Street Suite 501
New Haven, CT 06510

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Kreitler Financial LLC Brokerage Details

Total Assets Under Management

$476,729,810

CT Average: $5,297,377,271
Total Number of Employees

11

CT Average: 35
Total Number of Accounts

884

CT Average: 690
Average Account Size

$539,287

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Dwayne Tyril Work History

2020 - Present (5 years)

Kreitler Financial

2018 - 2020 (2 years)

Raymond James Financial Services, Inc

2014 - 2018 (4 years)

Commonfund

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Dwayne Tyril 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 Kreitler Financial LLC

Dwayne Tyril
New Haven, CT
Alyse Uzarski
New Haven, CT
Beau Tillinghast
New Haven, CT
Jacob Ness
New Haven, CT
Charles Kreitler
New Haven, CT
Robert Kreitler
New Haven, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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