DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Tyler Wilhelm Saile
Certified Financial Planner
Feed of 09/15/2026
Also filed as Tyler Saile
At current firm
1 y
since May 1, 2025
In the industry
10 y
since Jun 1, 2016 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince May 1, 2025 · Phoenix, Az
- Osaic Advisory Services, LLC BD affiliatedMar 29, 2021 to May 2, 2025 · Atlanta, Ga
- Sequoia Wealth Management, LLC independent RIAJan 14, 2019 to Apr 30, 2021 · Barrington, Il
Moves
a registration end followed by a registration begin elsewhere
- Osaic Advisory Services, LLC to Cetera Investment Advisers LLCleft May 2, 2025, registered May 1, 2025 (-1 days) · Affiliated broker-dealer or bank to another
- Sequoia Wealth Management, LLC to Osaic Advisory Services, LLCleft Apr 30, 2021, registered Mar 29, 2021 (-32 days) · RIA to affiliated broker-dealer or bank · moved with a team
Signals
- Tyler Wilhelm Saile left Osaic Advisory Services, Llc for Cetera Investment Advisers Llc (registered 2025-05-01)May 2, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address