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Tyler B
Series 63, Series 65, Series 66
Lake Worth, FL
Kingswood Wealth Advisors, LLC
Tyler Bashaw is a financial advisor at Kingswood Wealth Advisors, LLC with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at firms including NewBridge Securities Corporation and Benchmark Investments, Inc. Outside of advisory work, he is a member of My Venture Fund, LLC, a venture capital entity involved in managing Special Purpose Vehicle funds. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services using an open-architecture platform that incorporates third-party managers and sub-advisors, with a distinctive focus on integrating affiliated financial entities and insurance-linked account management.
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