Stephen
Tyner

Royal Alliance Associates, Inc

CRD#7046813
Investment Advisor
in Concord, NH

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About this Advisor

Stephen Tyner is a financial advisor operating out of Concord, New Hampshire with 1 year of relevant experience. Tyner works at Royal Alliance Associates, Inc. Throughout their career, Tyner has worked at Boston Partners Financial Group LLC, Groe Advisors LLC, Plymouth State University, University Of Tampa, Wamesit Lanes, Tewksbury Country Club and Royal Alliance Associates, Inc. Tyner maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in New Hampshire. Royal Alliance Associates, Inc is a company that has its headquarters in Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 employees. It handles $30 billion in assets under management across its 149,233 customer accounts, placing it among the largest firms in the nation by assets under management. The firm advises 191 charities and foundations. Of its 149,233 customer accounts, just 11% are held by high-net-worth clients who have greater than $1 million in investable assets. Royal Alliance Associates, Inc provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees depend on the type of financial services. Fees billed by Royal Alliance Associates, Inc can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2 Eagle Square 4Th Floor
Concord, NH 03301

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$29,536,149,674

NH Average: $10,121,009,343
Total Number of Employees

3,704

NH Average: 92
Total Number of Accounts

149,233

NH Average: 6,978
Average Account Size

$197,920

NH Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Stephen Tyner Work History

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

2022 - Present (2 years)

Royal Alliance Associates, Inc

2021 - 2021 (< 1 year)

Boston Partners Financial Group LLC

2021 - 2022 (1 year)

Royal Alliance Associates, Inc

2020 - 2021 (1 year)

Groe Advisors LLC

2017 - 2020 (3 years)

Plymouth State University

2016 - 2017 (1 year)

University Of Tampa

2013 - 2016 (3 years)

Wamesit Lanes

2010 - 2013 (3 years)

Tewksbury Country Club

*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 Stephen Tyner 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 Royal Alliance Associates, Inc

Benjamin Mckinney
Okemos, MI
Patrick Guzi
Roanoke, VA
Liam House-Myers
Jersey City, NJ
David Whitfield
Mishawaka, IN
Sebastian Kanczugowski
Bellevue, WA
Jacquelyn Notermann
Rochester, MN
Louis Sparacino
Mineola, NY
Phillip Wong
Wayland, MA

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.

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