Tyler
Forsythe

Unionbanc Investment Services, LLC

CRD#4386712
Investment Advisor
in Seattle, WA
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About this Advisor

Tyler Forsythe is a financial advisor whose office is in Seattle, Washington. Currently a registered advisor with Unionbanc Investment Services, LLC, Forsythe has 10 years of work experience as a financial advisor. Forsythe holds Series 66 and Series 63 licenses, designating them as a securities agent. Forsythe can serve customers in California and Washington. Throughout their career, Forsythe has worked at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa-Cref Individual & Institutional Services, Tiaa, Charles Schwab & Co., Inc, Charles Schwab Bank, Jpmorgan Securities LLC and Unionbanc Investment Services. Unionbanc Investment Services, LLC is based out of Seattle, Washington, and has 347 brick-and-mortar locations in the United States. As a company, Unionbanc Investment Services, LLC manages $1 billion in assets dispersed across 4,151 accounts and employs more than 634 people. The level of assets currently under the firm's management places it among the bigger firms in the United States. The firm manages 3,785 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Unionbanc Investment Services, LLC can provide portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66, Series 63, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

1200 5Th Ave
Seattle, WA 98101

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Unionbanc Investment Services, LLC Brokerage Details

Total Assets Under Management

$1,192,718,675

WA Average: $7,578,581,321
Total Number of Employees

634

WA Average: 43
Total Number of Accounts

4,151

WA Average: 3,727
Average Account Size

$287,333

WA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Tyler Forsythe Work History

Tyler has 10 years of experience.

2017 - Present (2 years)

Unionbanc Investment Services

2014 - 2017 (3 years)

Jpmorgan Securities LLC

2013 - 2014 (1 years)

Charles Schwab & Co., Inc

2013 - 2014 (1 years)

Charles Schwab Bank

2009 - 2013 (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2009 - 2013 (4 years)

Tiaa

2008 - 2009 (1 years)

Tiaa-Cref Individual & Institutional Services

Disclosures

Tyler Forsythe has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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