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Tyler J. Bryson

Advisor at Fidelity — Salem, UT

Updated today

Credentials

Series 63, Series 66

Experience

11 years

Location

Salem, UT

Fidelity logo

Fidelity

Institution

Total advisors

17,021

Across 1,875 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Tyler Bryson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, with a focus on discretionary and non-discretionary portfolio management. The firm utilizes proprietary research combined with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains oversight controls and governance procedures for the funds it advises.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Salem, UT

Salem UT

Advisors at this office

1

Most active in

Texas · Utah

Work history

11 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

FIDELITY Brokerage Services LLC

2015 - Present • 11 years

American Fork, UT

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Matt S

CFP®

Mapleton, UT

Summit Ridge Advisors

Summit Ridge Advisors is an independent, fee-only Registered Investment Advisor (RIA) based in Mapleton, Utah. As a fee-only, fiduciary firm, no commissions or product-based compensation are ever earned — eliminating conflicts of interest to stay focused entirely on your financial goals. Taking a personalized, goals-first approach to financial planning, Summit Ridge Advisors puts you at the center of every decision. Whether you're planning for retirement, managing investments, or building a lasting legacy, your CFP® professional serves as your dedicated financial guide every step of the way — built on trust, clarity, and long-term relationships.

Wealth management Founder/Business Owner Established Professionals Baby Boomers (Born 1946-1964)
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Tanner W

Series 66

Mapleton, UT

Albility Planning

Tanner Withers is a financial advisor with Albility Planning in Mapleton, UT, holding a Series 66 designation and eight years of industry experience. His career includes roles at Edward Jones, MassMutual Life Insurance Company, and other financial services firms. Outside of advisory work, he serves on the Utah Rare Disease Advisory Council and is involved with the Utah Parent Center. He is also CFO and LLC member of Florence Beauty Company, a permanent makeup cosmetics business. Albility Planning provides financial planning and portfolio management primarily for individuals and families, with specialized programs for households including members with special needs. The firm employs passive, asset-class-based investment strategies and offers services ranging from comprehensive planning and investment management to special-needs group coaching and public seminars.

General estate planning guidance College savings (529s, UTMA, etc.) Cash flow / budgeting

Blake J

CFP®, Series 63, Series 65

Springville, UT

Pomegranate Financial LLC

Pomegranate Financial helps Working Families conquer their debt without cashing out their 401(k)/IRA. Through custom financial strategies we help lower interest on your debt, pay less in taxes, automate your investments, and get excited about your financial future. Our services can fit any budget whether it is our Membership option as low as $100/month to our Premier Planning at $250/month (for 12 Months). Our planning is focused on helping save you money. Schedule a free meeting today. Whether in-person or virtually we will talk to see if it makes sense to work together. Following the meeting we send a summary email detailing how we can be of value to you and your financial life. Want to better understand what types of strategies and questions we help with? Take a glance at our Pomegranate Planning at our website: www.pomegranatefinancial.com Thinking about cashing out your 401(k)/IRA? Get your free e-book at www.pomegranatefinancial.com

Debt management General tax planning Gen X (Born 1965-1980)
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Clark D

Series 63, Series 65

Payson, UT

Fenway Financial, LLC

Clark Drishinski is a financial advisor at Fenway Financial, LLC, an independent, state-registered firm based in Payson, UT. He holds Series 63 and 65 licenses and has 14 years of industry experience with prior roles at Cashew Financial, Indus Valley Partners, Keeler Thomas Management, and Sagepoint Financial. In addition to his advisory work, he is also licensed as an insurance agent. Fenway Financial provides hourly financial planning and consulting services to individuals and high-net-worth clients without directly managing assets. The firm refers clients to a third-party manager for investment management and focuses on comprehensive financial planning topics, including retirement strategies, risk management, and tax reduction.

General retirement planning Income planning Wealth management Tax strategies for small businesses
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Stephanie B

CFP®, Series 65

Spanish Fork, UT

NorthAvenue LLC

Stephanie Bailey is a CFP® and holds a Series 65 license, with five years of experience in financial advising. She has worked at Mercer Global Advisors since 2026 and previously spent six years with NorthAvenue, LLC. Her background also includes roles at educational institutions and in nonprofit settings. NorthAvenue LLC serves individual investors and trusts, including high-net-worth clients, offering comprehensive financial planning and investment management through both inclusive and shorter-term engagements. The firm employs a fiduciary approach, utilizing a combination of fundamental and behavioral analysis within an asset-allocation framework based on Modern Portfolio Theory.

General estate planning guidance College savings (529s, UTMA, etc.) Tax-loss harvesting
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Ewan M

Series 65

Mapleton, UT

Fiduciary Organization, LLC

Ewan Morkel is a financial advisor at Fiduciary Organization, LLC with one year of industry experience. He holds a Series 65 designation and previously worked in secondary education and at Utah Valley University. In addition to his advisory role, Morkel is the founder and chief tax advisor of Morkel Financial, a tax preparation and planning business. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm provides tailored investment management and financial planning, utilizing a combination of passive and active strategies and offering socially responsible investment options.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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