Shawn Tydlaska
Investment Adviser Representative at Tessara Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Shawn Tydlaska is an investment adviser representative with Tessara Wealth in Burlingame, CA, where they have been registered since 2016, the year they entered the securities industry. They have passed the Series 7 (general securities representative) exam. They are registered to provide investment advice in California, Louisiana, Texas, and Virginia.
Registrations & licenses
- Investment adviser:
- California, Louisiana, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ballast Point Financial Planning, LLCMar 2016 – Jul 2022Burlingame, CA
- Ballast Point Financial Planning, LLCAug 2022 – Jun 2024Burlingame, CA
- Ballast Point Financial Planning, LLCJun 2024 – no end date reportedBurlingame, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Tessara Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Burlingame, CA
- SEC file number:
- 801-132445
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 28, 2026
View full firm profileOther advisors at Tessara Wealth
2 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shawn Tydlaska has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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