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Tyler Drake Wolfson

Investment Adviser Representative at First Light Retirement, LLC

Del Mar, CACRD #5012340Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Tyler Drake Wolfson is an investment adviser representative with First Light Retirement, LLC in Del Mar, CA, where they have been registered since 2021. They have worked in the securities industry since 2013 and were previously registered with Wells Fargo Clearing Services, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.

Office

1330 Camino Del Mar
Del Mar, CA 92014

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/21/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 3/10/2015
Series 7
General Securities Representative Examination
Passed 4/28/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/30/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

First Light Retirement, LLCCurrent
6/11/2021 – Del Mar, CA
Wells Fargo Clearing Services, LLC
5/21/2015 – 6/2/2021Rancho Santa Fe, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wells Fargo Advisors, LLC
    Jan 2011 – Nov 2016San Diego, CA
  2. Wells Fargo Clearing Services, LLC
    Nov 2016 – Jun 2021San Diego, CA
  3. First Light Retirement, LLC
    Jun 2021 – no end date reportedCarlsbad, CA
  4. Wells Fargo Advisors
    Jan 2009 – May 2021Rancho Santa Fe, CA

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About First Light Retirement, 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
Estimated blended rate
0.0025
Firm's annual rate schedule by assets
  • All Assets0.25%

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

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Del Mar, CA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tyler Drake Wolfson 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Tyler Drake Wolfson (First Light Retirement) | AdvisorFinder