Investment adviser representative · Commonwealth Financial Services
Tyler Szafran
CRD 6602108 · Wheeling, WV
At a glance
Tyler Szafran is an investment adviser representative with Commonwealth Financial Services in Wheeling, WV, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tyler’s SEC record dates to 2020, about 6 years ago.
Current advisory firm
- Commonwealth Financial ServicesSince April 2023Wheeling, WV · $995M in regulatory assets
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- 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
- 2 firmsLocked
- 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
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.
More at Commonwealth Financial Services
- Tyler A. BrautiganWheeling · Certified Financial Planner
- Derek BaileyVienna
- Evan T. BrockmeierVienna
- Samuel M. CremeansVienna
- Madison M. GontarekVienna
- Shanell JeffreyVienna
- Sierra R. LoveVienna
- Bernard V. McManus IIVienna
Every advisor at Commonwealth Financial Services →Commonwealth Financial Services: assets, clients and custodians →Commonwealth news, moves and payouts →Financial advisors in Wheeling, WV →Advisor Moves: who changed firms this week →