Tyler Felder in

Tyler Felder

Evaluator · DISC type Sdc
Financial Advisor at Equitable Advisors
📍 Rochester, New York, United States

Tyler Felder is a dedicated Financial Advisor at Equitable Advisors, specializing in crafting detailed and personalized financial plans. A graduate of the University of Rochester, he leverages his expertise to analyze complex financial situations and support the growth of his clients portfolios. He holds Series 7 and 66 certifications.

He holds a California Insurance License, which may be notable for a professional based in New York.

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Experience
3 Years
Current Role
Financial Advisor
Location
Rochester, New York, United States
Personality Overview

How Tyler shows up

Hard To Convince
Thorough Evaluator
Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Tyler cares about

Holistic Financial Planning
Focuses on creating detailed financial plans tailored to the unique and complex needs of each client to support their portfolio's health and growth.
Debt Management
Frequently discusses strategies for personal finance, including the trade-offs between paying down credit card debt versus investing for the future.
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Career

Work history

4-2022
Financial Advisor
Equitable Advisors
In the press

Media appearances

Tyler Felder - Equitable Advisors. Featured in Equitable Advisors (Empire State)
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Education
2018 - 2021
Bachelor's degree
University of Rochester
2016 - 2018
Associate of Science - AS
Monroe Community College
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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