Tyler
Chacon

Chacon Diaz & Di Virgilio Wealth Management, LLC

CRD#6682950
Investment Advisor
in Gainesville, FL

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About this Advisor

Tyler Chacon is a financial advisor based in Gainesville, Florida, working with Chacon Diaz & Di Virgilio Wealth Management, LLC. Tyler has previously held positions at Uf, Gte Financial, Usf, Gte Federal Credit Union, Cetera Investment Services LLC, Tapfin/Ey, and Chacon Diaz & Di Virgilio Wealth Management, LLC. Tyler has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, Georgia, Louisiana, and Texas. Currently, Tyler is part of Chacon Diaz & Di Virgilio Wealth Management, LLC, which operates out of Gainesville, Florida. The firm has 1 office and 4 employees. The firm manages assets totaling $100.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Chacon Diaz & Di Virgilio Wealth Management, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

6208 Nw 43Rd Street
Gainesville, FL 32653

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Chacon Diaz & Di Virgilio Wealth Management, LLC Brokerage Details

Total Assets Under Management

$100,000,000

FL Average: $1,855,561,029
Total Number of Employees

4

FL Average: 62
Total Number of Accounts

806

FL Average: 2,474
Average Account Size

$124,069

FL Average: $750,025

Investment Advisory Services

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

Tyler Chacon Work History

2018 - Present (7 years)

Chacon Diaz & Di Virgilio Wealth Management, LLC

2017 - 2017 (< 1 year)

Tapfin/Ey

2016 - 2017 (1 year)

Gte Federal Credit Union

2016 - 2017 (1 year)

Cetera Investment Services LLC

2014 - 2014 (< 1 year)

Gte Financial

2014 - 2016 (2 years)

Usf

2010 - 2014 (4 years)

Uf

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Tyler Chacon 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 Chacon Diaz & Di Virgilio Wealth Management, LLC

Tyler Chacon
Gainesville, FL
Guillermo Diaz
Gainesville, FL
James Divirgilio
Gainesville, FL
Lisa Chacon
Gainesville, FL

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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