Tyler Thomas Bashaw
Investment Adviser Representative at Kingswood Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tyler Thomas Bashaw is an investment adviser representative with Kingswood Wealth Advisors, LLC in Lake Worth, FL, where they have been registered since 2021. They have worked in the securities industry since 2006 and have been registered with 6 firms, including Benchmark Advisory Services, LLC and Newbridge Financial Services Group, Inc. They have passed 22 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Florida and New York.
Registrations & licenses
- Investment adviser:
- Florida, New York
- Broker:
5 states and territories
Colorado, Florida, New York, Washington, Wisconsin
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.
- Newbridge Securities CorporationSep 2015 – May 2021Boca Raton, FL
- Benchmark Investments, INCMay 2021 – no end date reportedNew York, NY
- Benchmark Advisory Services , LLCMay 2021 – no end date reportedNew York, NY
- Kingswood Capital Partners, LLCMay 2021 – no end date reportedNew York, NY
- Kingswood Wealth Advisors, LLCMay 2021 – no end date reportedNew York, NY
- Kingswood Capital Partners, LLCMay 2023 – no end date reportedNew York, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kingswood Wealth Advisors, 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
- Firm account minimum
- $100,000 (waivable)
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
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 120
- Offices listed on AdvisorFinder:
- 44
- Main office:
- San Diego, CA
- SEC file number:
- 801-110755
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 Kingswood Wealth Advisors, 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. Tyler Thomas Bashaw 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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