Tyler Pullen
Pullen Investment Management · Bradenton, Florida
Tyler Pullen is a fee-only financial advisor at Pullen Investment Management in Bradenton, Florida, who holds the CFA credential. Pullen Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Pullen Investment Management |
|---|---|
| Based in | Bradenton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $221.0M across 231 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, LA, TX · CRD 5783527 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.pulleninvestment.com |
| Profile |
How Tyler's firm compares
- Pullen Investment Management's average account is about $957,000, from its Form ADV (assets managed divided by 231 accounts).
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Questions about Tyler
Is Tyler Pullen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and Pullen Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tyler charge for financial advice?
Tyler's firm, Pullen Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Tyler Pullen based?
Tyler Pullen is based in Bradenton, Florida.
What credentials does Tyler Pullen hold?
Tyler Pullen holds the CFA credential.
Is Tyler Pullen registered with the SEC?
Yes. Tyler Pullen is registered as an investment adviser representative in FL, LA and TX (CRD 5783527), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pullen Investment Management manage?
Pullen Investment Management reports $221.0M across 231 accounts in assets under management.
How do I contact Tyler Pullen?
Through Tyler's website, www.pulleninvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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