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RIA / WealthAdvisor20 years in industry

TYLER SHANE BETHEA

Advisor at CRESSET ASSET MANAGEMENT, LLC

CHICAGO, IL | Dallas, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:61a277b5-ce10-05c5-ccd1-ad557dd9d4c3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Sep 8, 2006 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Tyler Shane Bethea

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CRESSET ASSET MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 14, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66|S65
First exam: Aug 14, 2006
First registration: Sep 8, 2006
Dual registered: no
IAPD individual key: 5143331

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CRESSET ASSET MANAGEMENT, LLC	Independent wealth	Feb 19, 2025	n/a	yes	Dallas, TX\|CHICAGO, IL	Current employment
CROW HOLDINGS CAPITAL	Asset manager	Dec 16, 2016	Nov 11, 2019	no	DALLAS, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Aug 7, 2009	May 15, 2012	no	Dallas, TX	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Sep 8, 2006	Nov 13, 2007	no	DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CROW HOLDINGS CAPITAL	CRESSET ASSET MANAGEMENT, LLC	Nov 11, 2019	Feb 19, 2025	1,927	Firm change after gap	Other
J.P. MORGAN SECURITIES LLC	CROW HOLDINGS CAPITAL	May 15, 2012	Dec 16, 2016	1,676	Firm change after gap	Other
EQUITABLE ADVISORS, LLC	J.P. MORGAN SECURITIES LLC	Nov 13, 2007	Aug 7, 2009	633	Firm change after gap	Ibd to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
156925:288566:TX:2019-11-11	Nov 11, 2019	Feb 19, 2025	DALLAS, TX	Firm change after gap

Relationships

Registered with (4)

→ CRESSET ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Feb 19, 2025 to presentfactForm ADV
→ CROW HOLDINGS CAPITALRegistered adviserregistration: previous registration
Dec 16, 2016 to Nov 11, 2019factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Aug 7, 2009 to May 15, 2012factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 8, 2006 to Nov 13, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:61a277b5-ce10-05c5-ccd1-ad557dd9d4c3
First observed: Sep 8, 2006
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TYLER SHANE BETHEA

Advisor at CRESSET ASSET MANAGEMENT, LLC

CHICAGO, IL | Dallas, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:61a277b5-ce10-05c5-ccd1-ad557dd9d4c3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:19 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CRESSET ASSET MANAGEMENT, LLC

Independent wealth

Feb 19, 2025

n/a

yes

Dallas, TX|CHICAGO, IL

Current employment

CROW HOLDINGS CAPITAL

Asset manager

Dec 16, 2016

Nov 11, 2019

DALLAS, TX

Previous registration

J.P. MORGAN SECURITIES LLC

Wirehouse

Aug 7, 2009

May 15, 2012

Dallas, TX

Previous registration

EQUITABLE ADVISORS, LLC

National bd RIA

Sep 8, 2006

Nov 13, 2007

DALLAS, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CROW HOLDINGS CAPITAL

CRESSET ASSET MANAGEMENT, LLC

Nov 11, 2019

Feb 19, 2025

1,927

Firm change after gap

Other

J.P. MORGAN SECURITIES LLC

CROW HOLDINGS CAPITAL

May 15, 2012

Dec 16, 2016

1,676

Firm change after gap

Other

EQUITABLE ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

Nov 13, 2007

Aug 7, 2009

633

Firm change after gap

Ibd to wirehouse

Team

Left

Joined

From

Kind

156925:288566:TX:2019-11-11

Nov 11, 2019

Feb 19, 2025

DALLAS, TX

Firm change after gap