Adviser and broker representative · Crescent Advisor Group, Inc.

Tyler C. Castle

CRD 6595502 · Plano, TX

At a glance

Tyler C. Castle is an investment adviser representative with Crescent Advisor Group, Inc. in Plano, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tyler’s SEC record dates to 2018, about 8 years ago. Tyler is also registered as a broker representative. Designations on file: Certified Financial Planner.

Current advisory firm

Crescent Advisor Group, Inc.Since July 2019Plano, TX · $344M in regulatory assets

SEC adviser record

Registered since: 2018 (8 years)
Designations: Certified Financial Planner
Exams: Series 66
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Tyler’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 1 firmLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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