Member · Define Financial, LLC
Tyler J. Aubrey
CRD 6738572 · Named on Form ADV at one SEC-registered adviser
At a glance
Define Financial, LLC, an SEC-registered wealth manager based in SAN Diego, CA with $315 million in regulatory assets, lists Tyler J. Aubrey on its Form ADV as Member, a control person.
Firms and roles
- Define Financial, LLCMemberWealth manager · SAN Diego, CA · $315M in regulatory assets
AtlasMembers
Tyler’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Taylor R. SchulteFounder, CCO, Financial Planner, and Member, Define Financial, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tyler’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.