Tyler Sanchez has been an investment adviser representative at The Rice Partnership since May 2024, and is not listed among the firm’s executive officers or direct owners. Tyler Sanchez holds a BS in Business Administration with a concentration in Finance from California Polytechnic State University.
The Rice Partnership, LLC is a Honolulu, HI firm with $985M under management, 442 clients and 10 advisers across 4 offices, as of its April 2026 filing.
Tyler Sanchez is Financial Planner and Research Analyst of The Rice Partnership at its San Luis Obispo office. He prepares financial plans and assists with investment-related analysis and trading. He was formerly an Assistant Vice President and Financial Solutions Advisor with Merrill Lynch in San Luis Obispo and a Client Service Associate at UBS Financial Services in Walnut Creek.
Tyler Sanchez’s longest registration is the current one, 2 years at The Rice Partnership since 2024. Before joining The Rice Partnership in 2024, Tyler Sanchez was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc.
- The Rice Partnership, LLCCurrent– present · 2 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 135701
- Wealthjar Investment Advisory, LLCAlso current– present · 2 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 288484
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · under a yearSan Luis Obispo, CA · Adviser representative · Firm CRD 7691
- UBS Financial Services Inc.– · under a yearWalnut Creek, CA · Adviser representative · Firm CRD 8174
Professional designations
Listed by The Rice Partnership
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Tyler Sanchez is registered as an investment adviser representative in California, since May 2024.
- CaliforniaSince 15 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 7 January 2022 |
| Series 7TO | General Securities Representative Examination | 28 October 2021 |
| SIE | Securities Industry Essentials Examination | 4 September 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Tyler Kenneth Sanchez
- CRD
- 7375879
- Firm
- The Rice Partnership · CRD 135701
- Office
- 1304 SANTA ROSA STREET, San Luis Obispo, CA 93401
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thericepartnership.com
Where does Tyler Sanchez work?
Tyler Sanchez is an investment adviser representative registered through The Rice Partnership, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Tyler Sanchez a financial advisor?
Yes. Tyler Sanchez has a current investment-adviser registration in California, through The Rice Partnership since May 2024.
How many years of experience does Tyler Sanchez have?
Tyler Sanchez has 4 years in the financial industry, since April 2022, across 4 adviser firms.
What exams has Tyler Sanchez passed?
Tyler Sanchez has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in September 2021.
Where did Tyler Sanchez work before The Rice Partnership?
Before The Rice Partnership, Tyler Sanchez was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, January 2023 to January 2024; UBS Financial Services Inc., January 2022 to November 2022.
Where is Tyler Sanchez based?
Tyler Sanchez’s registered office is in San Luis Obispo, CA.
Is Tyler Sanchez registered with FINRA?
No. Tyler Sanchez has no current broker registration.
Is Tyler Sanchez a CFP?
The Rice Partnership lists Tyler Sanchez with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: TYLER SANCHEZ, CFP biography, thericepartnership.com
How can I verify Tyler Sanchez’s record?
Search CRD 7375879 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tyler Sanchez’s full registration record.
Bonnie RiceMember/Chief Compliance Officer
Orest SaikevychChief Investment Officer
Sarah BredhoffPartner- Lia YoungOperations Manager, Senior Client Service Administrator
Ashley WilkenSenior Wealth Manager, Portfolio Manager