Tyler Szafran
Investment Adviser Representative at Commonwealth Financial Services
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tyler Szafran is an investment adviser representative with Commonwealth Financial Services in Wheeling, WV, where they have been registered since 2023. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Arbor Point Advisors and T. ROWE Price Advisory Services, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in West Virginia.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- West 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.
- T. Rowe PriceJan 2016 – Sep 2021Owings Mills, MD
- Securities America, IncSep 2021 – Mar 2023Wheeling, WV
- Arbor Point AdvisorsSep 2021 – Mar 2023Wheeling, WV
- Commonwealth Financial ServicesMar 2023 – no end date reportedParkersburg, WV
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Commonwealth Financial Services
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
Financial planning, investment strategies, retirement planning, estate planning, income planning, education planning, portfolio risk analysis, investment risk management, tax strategies, employer-sponsored retirement plans, advisory and brokerage services, oil & gas royalty planning, life insurance, disability insurance, long-term care insurance, and hourly consulting services.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Vienna, WV
- SEC file number:
- 801-127499
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 24, 2026
View full firm profileOther advisors at Commonwealth Financial Services
Showing 12 of 17 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. Tyler Szafran 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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