Tyler
Turtoro

Herold Advisors, Inc

CRD#5872949
Investment Advisor
in Staten Island, NY

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About this Advisor

Tyler Turtoro is a financial advisor based in Staten Island, New York, working with Herold Advisors, Inc. Tyler has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Mufg, Bank Of America, N.A, Mml Investors Services, LLC, Mass Mutual Insurance Company, Herold Advisors, Inc, and Herold & Lantern Investments, Inc. Tyler has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Tyler is part of Herold Advisors, Inc, which operates out of Staten Island, New York. The firm has 1 office and 9 employees. The firm manages assets totaling $413.1 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Herold Advisors, Inc includes asset-based and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Others

Office Location

1190 Hylan Blvd
Staten Island, NY 10305

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Herold Advisors, Inc Brokerage Details

Total Assets Under Management

$413,078,931

NY Average: $7,464,549,021
Total Number of Employees

9

NY Average: 88
Total Number of Accounts

452

NY Average: 3,892
Average Account Size

$913,891

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Tyler Turtoro Work History

2022 - Present (3 years)

Herold Advisors, Inc

2022 - Present (3 years)

Herold & Lantern Investments, Inc

2022 - 2022 (< 1 year)

Mml Investors Services, LLC

2022 - 2022 (< 1 year)

Mass Mutual Insurance Company

2018 - 2022 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2022 (4 years)

Bank Of America, N.A

2013 - 2018 (5 years)

Mufg

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Tyler Turtoro 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 Herold Advisors, Inc

Steven Heinowitz
New York, NY
Tyler Turtoro
Staten Island, NY
Sean Yang
New York, NY
Kevin Leahy
New York, NY
Mario Giammarco Jr
New York, NY
Francis Horneff
New York, NY
Vidur Bhalla
New York, NY
Mario Giammarco
New York, NY

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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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.

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