Investment adviser representative · Concord Wealth Partners

Tyler D. Caveness

CRD 6709664 · Roanoke, VA

At a glance

Tyler D. Caveness is an investment adviser representative with Concord Wealth Partners in Roanoke, VA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tyler’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

Concord Wealth PartnersSince September 2016Roanoke, VA · $1.1B in regulatory assets

SEC adviser record

Registered since: 2016 (10 years)
Designations: Certified Financial Planner
Exams: Series 65
Registered in: 2 states
Also a broker representative: No
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: Locked
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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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.

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