Alan
Tyson

Gulfstream Cm, LLC

CRD#1175662
Investment Advisor
in Summit, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alan Tyson is a financial advisor working in Summit, New Jersey with 7 years of relevant experience. Tyson is currently employed by Gulfstream Cm, LLC. Throughout their career, Tyson has worked at Retired and Gulfstream Cm, LLC. Tyson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida, Massachusetts, New Jersey and Texas. Gulfstream Cm, LLC is a financial advisory business based out of Summit, NJ. It has $454 million in assets between its 20 accounts, placing it among the larger firms in the country by assets under management. Of its 20 client accounts, 90% belong to high-net-worth clients who have greater than $1 million in assets. Gulfstream Cm, LLC performs a set of services, such as portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial management fees typically depend on the services offered. However, fee types billed by Gulfstream Cm, LLC can consist of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

450 Springfield Avenue, Suite 204
Summit, NJ 07901

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.

Gulfstream Cm, LLC Brokerage Details

Total Assets Under Management

$453,726,050

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

9

NJ Average: 92
Total Number of Accounts

20

NJ Average: 6,978
Average Account Size

$22,686,302

NJ Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Alan Tyson Work History

Alan has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Gulfstream Cm, LLC

2011 - 2016 (5 years)

Retired

*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 Alan Tyson 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 Gulfstream Cm, LLC

Andrew Sanford
Summit, NJ
Stephen Barral
Summit, NJ
Alan Tyson
Summit, NJ
Dewitt Alexandre
Del Ray Beach, FL

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