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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)32 years in industry

TYLER J FRECH

Advisor at CAPTRUST

Alexandria, VA

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Search this name across graphsid dfx:ria:f173fcab-68a9-c21d-4ce4-93e4faa34a43

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 31, 2001 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: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 8, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Sep 8, 1994
First registration: Jul 31, 2001
Dual registered: yes, broker-dealer
Other names: tyler joseph frech|TYLER j FRECH
IAPD individual key: 1389587

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
Captrust	Institutional manager	Feb 7, 2025	n/a	yes	Alexandria, VA	Current employment
CAMPBELL WEALTH MANAGEMENT, INC.	Former SEC adviser	Aug 24, 2015	Feb 6, 2025	no	ALEXANDRIA, VA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 29, 2014	Jul 7, 2015	no	VIRGINIA BEACH, VA	Previous registration
HENNION & WALSH ASSET MANAGEMENT, INC.	Bd affiliated wealth	Mar 27, 2012	Jan 17, 2014	no	PARSIPPANY, NJ	Previous registration
BEACON WEALTH MANAGEMENT, LLC	Former SEC adviser	Mar 15, 2011	Jul 27, 2011	no	HACKENSACK, NJ	Previous registration
FIRST HORIZON ADVISORS, INC	Former SEC adviser	Jan 28, 2004	Sep 25, 2006	no	RICHMOND, VA\|RICHMOND, VA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jul 31, 2001	Jan 12, 2004	no	VIENNA, VA	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
CAMPBELL WEALTH MANAGEMENT, INC.	Captrust	Feb 6, 2025	Feb 7, 2025	1	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CAMPBELL WEALTH MANAGEMENT, INC.	Jul 7, 2015	Aug 24, 2015	48	Firm change	Other
HENNION & WALSH ASSET MANAGEMENT, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jan 17, 2014	Jan 29, 2014	12	Firm change	Other
BEACON WEALTH MANAGEMENT, LLC	HENNION & WALSH ASSET MANAGEMENT, INC.	Jul 27, 2011	Mar 27, 2012	244	Firm change	Other
FIRST HORIZON ADVISORS, INC	BEACON WEALTH MANAGEMENT, LLC	Sep 25, 2006	Mar 15, 2011	1,632	Firm change after gap	Other
UBS FINANCIAL SERVICES INC.	FIRST HORIZON ADVISORS, INC	Jan 12, 2004	Jan 28, 2004	16	Firm change	Other

Team moves

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

Team	Left	Joined	From	Kind
152956:175112:VA:2025-02-06	Feb 6, 2025	Feb 7, 2025	ALEXANDRIA, VA	Firm change

Relationships

Registered with (7)

→ CAPTRUSTRegistered adviserregistration: current employment
Feb 7, 2025 to presentfactForm ADV
→ CAMPBELL WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 24, 2015 to Feb 6, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 29, 2014 to Jul 7, 2015factForm ADV
→ HENNION & WALSH ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 27, 2012 to Jan 17, 2014factForm ADV
→ BEACON WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 15, 2011 to Jul 27, 2011factForm ADV
→ FIRST HORIZON ADVISORS, INCRegistered adviserregistration: previous registration
Jan 28, 2004 to Sep 25, 2006factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jul 31, 2001 to Jan 12, 2004factForm ADV

Dated events

Occurred
Feb 6, 2025
Advisor changed firm
Tyler J Frech left Campbell Wealth Management, Inc. for Captrust (registered 2025-02-07)
Form ADVobserved 4 days ago