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Tyler Trombetta

Investment Adviser Representative at Kestra Advisory Services, LLC

Dallas, TXCRD #6396155Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
5

Professional summary

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

Tyler Trombetta is an investment adviser representative with Kestra Advisory Services, LLC in Dallas, TX, where they have been registered since 2024. They have worked in the securities industry since 2015 and were previously registered with Osaic FS, Inc. They have passed 5 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 Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
12 states and territories

Florida, Minnesota, Montana, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington

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 6/7/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 3/29/2015
Series 7
General Securities Representative Examination
Passed 4/29/2021
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/20/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Kestra Advisory Services, LLCCurrent
8/8/2024 – Dallas, TX
Osaic FS, Inc.
6/10/2022 – 8/8/2024Dallas, TX

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. Jackson National LIFE Distributors LLC
    Jan 2015 – Feb 2021Nashville, TN
  2. International Assets Advisory, LLC
    Mar 2021 – Dec 2021Dallas, TX
  3. Lincoln Financial Securities
    Feb 2022 – Aug 2024Dallas, TX
  4. Kestra Investment Services, LLC
    Aug 2024 – no end date reportedTampa, FL
  5. Kestra Advisory Services, LLC
    Aug 2024 – no end date reportedTampa, FL

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Kestra Advisory 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

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 PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
1,427
Offices listed on AdvisorFinder:
26
Main office:
Austin, TX
SEC file number:
801-56126

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 22, 2026

View full firm profile

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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 Trombetta 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 Trombetta (Kestra Advisory Services) - Advisor Profile