Partner/chief Operating Officer · Whalerock Point Partners, LLC
Tyson C. Reed
CRD 4512839 · Named on Form ADV at one SEC-registered adviser
At a glance
Whalerock Point Partners, LLC, an SEC-registered wealth manager based in West Palm Beach, FL with $1.0 billion in regulatory assets, lists Tyson C. Reed on its Form ADV as Partner/chief Operating Officer, a control person.
Firms and roles
- Whalerock Point Partners, LLCPartner/chief Operating OfficerWealth manager · West Palm Beach, FL · $1.0B in regulatory assets
AtlasMembers
Tyson’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.
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Tyson’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.
Colleagues named on the same filings
- Bradley P. DormanCEO & Managing Partner, Whalerock Point Partners, LLC
- Jacalyn R. ReedChief Compliance Officer, Whalerock Point Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tyson’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.