Tammy Yates Croyle
Investment Adviser Representative at Kestra Private Wealth Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tammy Yates Croyle is an investment adviser representative with Kestra Private Wealth Services, LLC in Moultrie, GA, where they have been registered since 2025. They have worked in the securities industry since 1994 and have been registered with 3 firms, including Raymond James Financial Services Advisors, Inc and Raymond James Financial Services. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Georgia.
Registrations & licenses
- Investment adviser:
- Georgia
- Broker:
1 state or territory
Georgia
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.
- Raymond James Financial Services, IncJun 2000 – Apr 2025Moultrie, GA
- Southwest Georgia BankNov 2019 – Apr 2020Moultrie, GA
- The First BankApr 2020 – Mar 2025Moultrie, GA
- Kestra Investment Services, LLCApr 2025 – no end date reportedMoultrie, GA
- Kestra Private Wealth Services, LLCApr 2025 – no end date reportedMoultrie, GA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kestra Private Wealth Services, LLC
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
- Estimated blended rate
- 0.025
- Start-up - $1,999,9991.50%
- $2,000,000 - $4,999,9991.25%
- $5,000,000 - $9,999,9991.00%
- $10,000,000 - $24,999,9990.75%
+1 more tiers on the firm profile
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
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 210
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Austin, TX
- SEC file number:
- 801-71936
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 22, 2026
View full firm profileOther advisors at Kestra Private Wealth Services, LLC
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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. Tammy Yates Croyle 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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