Tyler Cinelli has been an investment adviser representative at Williams Financial since November 2017, and is not listed among the firm’s executive officers or direct owners. Tyler Cinelli holds a Bachelor's degree in management with a finance concentration from Rensselaer Polytechnic Institute and an MBA with a finance concentration from State University of Albany.
Williams Financial, LLC is a North Bennington, VT firm with $210M under management, 267 clients and 4 advisers across 3 offices, as of its March 2026 filing.
Tyler Cinelli is Senior Vice President / Senior Financial Planner of Williams Financial. As the firm's retirement plan specialist, he works with households to determine their financial goals and assists small business owners in creating and managing qualified retirement plans. As trading specialist, he performs trades on behalf of clients during regular account rebalancing and in response to client requests to manage cash flow. He joined the firm in 2017.
Tyler Cinelli’s longest registration is the current one, 8 years at Williams Financial since 2017. Before joining Williams Financial in 2017, Tyler Cinelli was registered through The Ayco Company,l.p. and Metlife Securities Inc.
- Williams Financial, LLCCurrent– present · 8 yearsNorth Bennington, VT · Adviser representative · Firm CRD 137038
- The Ayco Company,l.p.– · 2 yearsAlbany, NY · Adviser representative · Firm CRD 106693
- Metlife Securities Inc.– · under a yearTallahassee, FL · Adviser representative · Firm CRD 14251
- Edward Jones– · under a yearTallahassee, FL · Adviser representative · Firm CRD 250
Professional designations
Listed by Williams Financial
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- ACCREDITED INVESTMENT FIDUCIARY (AIF®)
Investment adviser representative registrations
Tyler Cinelli is registered as an investment adviser representative in 2 states. The first approvals date from November 2017; the most recent is New York, in July 2021.
- New YorkSince 19 July 2021
- VermontSince 1 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 October 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 September 2009 |
| Series 7 | General Securities Representative Examination | 21 August 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tyler Richard Cinelli
- CRD
- 5688437
- Firm
- Williams Financial · CRD 137038
- Office
- 12 MAIN STREET, North Bennington, VT 05257
- Registration
- Investment adviser registration
- In the industry since
- December 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- williamsfinancial.net
Where does Tyler Cinelli work?
Tyler Cinelli is an investment adviser representative registered through Williams Financial, LLC since November 2017, and is not listed among the firm’s executive officers or direct owners.
Is Tyler Cinelli a financial advisor?
Yes. Tyler Cinelli has a current investment-adviser registration in New York and Vermont, through Williams Financial since November 2017.
How many years of experience does Tyler Cinelli have?
Tyler Cinelli has 11 years in the financial industry, since December 2014, across 4 adviser firms.
What exams has Tyler Cinelli passed?
Tyler Cinelli has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in August 2009. FINRA credited Tyler Cinelli with the SIE, which began in October 2018.
Where did Tyler Cinelli work before Williams Financial?
Before Williams Financial, Tyler Cinelli was registered through The Ayco Company,l.p., August 2011 to October 2013; Metlife Securities Inc., April 2010 to July 2010; Edward Jones, September 2009 to March 2010.
Where is Tyler Cinelli based?
Tyler Cinelli’s registered office is in North Bennington, VT.
Is Tyler Cinelli registered with FINRA?
No. Tyler Cinelli has no current broker registration.
Is Tyler Cinelli a CFP?
Williams Financial lists Tyler Cinelli with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Tyler Cinelli’s record?
Search CRD 5688437 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tyler Cinelli’s full registration record.
