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 David Stearnes
Feed of 09/14/2026
Also filed as Tyler D Stearnes
At current firm
0 y
since Aug 20, 2026
In the industry
11 y
since Mar 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Vanguard Advisers, Inc. BD affiliated currentsince Aug 20, 2026 · Plano, Tx
- Advice And Planning Services BD affiliatedJan 8, 2026 to Jun 24, 2026 · Frisco, Tx
- Strategic Advisers LLC national BDMar 31, 2025 to Dec 26, 2025 · Westlake, Tx
- Fidelity Personal And Workplace Advisors formerJan 13, 2023 to Mar 31, 2025 · Westlake, Tx
Moves
a registration end followed by a registration begin elsewhere
- Advice And Planning Services to Vanguard Advisers, Inc.left Jun 24, 2026, registered Aug 20, 2026 (57 days) · Affiliated broker-dealer or bank to another
- Strategic Advisers LLC to Advice And Planning Servicesleft Dec 26, 2025, registered Jan 8, 2026 (13 days) · Affiliated broker-dealer or bank to another
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Signals
- Tyler David Stearnes left Advice And Planning Services for Vanguard Advisers, Inc. (registered 2026-08-20)Jun 24, 2026 · Advisor changed firm · fact
- Tyler David Stearnes left Strategic Advisers Llc for Advice And Planning Services (registered 2026-01-08)Dec 26, 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address