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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)17 years in industry

Tyler Schlater

Advisor at KESTRA ADVISORY SERVICES, LLC

Columbus, OH | AUSTIN, TX

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Search this name across graphsid dfx:ria:a07d9f7c-764b-a5d6-1ae1-06d5ec8b036b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 24, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: KESTRA ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 19, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 19, 2008
First registration: Dec 24, 2008
Dual registered: yes, broker-dealer
Other names: TYLER SCHLATER|TYLER MATTHEW SCHLATER|Tyler M. Schlater
IAPD individual key: 5593552

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
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Dec 1, 2025	n/a	yes	Columbus, OH\|AUSTIN, TX	Current employment
PACER ADVISORS, INC.	Asset manager	Dec 17, 2021	Oct 10, 2025	no	Columbus, OH\|MALVERN, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 14, 2010	Dec 19, 2011	no	COLUMBUS, OH	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 24, 2008	Sep 15, 2010	no	COLUMBUS, OH	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
PACER ADVISORS, INC.	KESTRA ADVISORY SERVICES, LLC	Oct 10, 2025	Dec 1, 2025	52	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PACER ADVISORS, INC.	Dec 19, 2011	Dec 17, 2021	3,651	Firm change after gap	Other
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 15, 2010	Sep 14, 2010	-1	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Dec 1, 2025 to presentfactForm ADV
→ PACER ADVISORS, INC.Registered adviserregistration: previous registration
Dec 17, 2021 to Oct 10, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 14, 2010 to Dec 19, 2011factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 24, 2008 to Sep 15, 2010factForm ADV

Dated events

Occurred
Oct 10, 2025
Advisor changed firm
Tyler Schlater left Pacer Advisors, Inc. for Kestra Advisory Services, Llc (registered 2025-12-01)
Form ADVobserved 6 days ago