Tyler
Rapp
Broadway Advisor Group, LLC
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About this Advisor
Tyler Rapp is a financial advisor who works out of Albany, New York. Rapp currently works for Broadway Advisor Group, LLC. The advisor has gained experience at La Salle Institute, Smiths Tavern, Normanside Country Club, Mount Saint Mary College, Sgroi Wealth Management, Inc, Lpl Financial, LLC and Broadway Advisor Group, LLC. Rapp maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey and New York. Broadway Advisor Group, LLC is a financial advisory company that has its headquarters in Albany, NY. It has $65 million in assets across its 291 customer accounts, placing it among the smaller firms in the nation by assets under management. Of its 291 client accounts, 22% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on the type of services. However, fee types billed by Broadway Advisor Group, LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Broadway Advisor Group, LLC Brokerage Details
$65,105,000
4
291
$223,729
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Tyler Rapp Work History
Tyler has been registered as a financial advisor for 0 years.*
Sgroi Wealth Management, Inc
Broadway Advisor Group, LLC
Lpl Financial, LLC
Normanside Country Club
Sgroi Wealth Management, Inc
Smiths Tavern
Mount Saint Mary College
La Salle Institute
*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 Tyler Rapp 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 Broadway Advisor Group, LLC
Albany, NY
Albany, NY
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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