Tyler Stearns has been Partner and Wealth Manager of Castle Coast Wealth since January 2022, is a control person of the firm and directly owns between 10% and 25% of it.
Castle Coast Wealth, LLC is a La Jolla, CA firm with $424M under management, 306 clients and 4 advisers across 3 offices, as of its August 2026 filing.
Tyler Stearns’ longest registration is the current one, 6 years at Castle Coast Wealth since 2019. Before joining Castle Coast Wealth in 2019, Tyler Stearns was registered through LPL Financial LLC.
- Castle Coast Wealth, LLCCurrent– present · 6 yearsLa Jolla, CA · Adviser representative · Firm CRD 298439
- LPL Financial LLC– · 3 yearsLa Jolla, CA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Tyler Stearns is registered as an investment adviser representative in California, since December 2019.
- CaliforniaSince 5 December 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 March 2016 |
| Series 7 | General Securities Representative Examination | 25 June 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Tyler J Stearns
- CRD
- 5992669
- Firm
- Castle Coast Wealth · CRD 298439
- Role
- Partner and Wealth Manager
- Office
- 4225 EXECUTIVE SQUARE, SUITE 1030, La Jolla, CA 92037
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Tyler Stearns work?
Tyler Stearns has been Partner and Wealth Manager of Castle Coast Wealth, LLC since January 2022, and is a control person of the firm.
Is Tyler Stearns a financial advisor?
Yes. Tyler Stearns has a current investment-adviser registration in California, through Castle Coast Wealth since December 2019.
How many years of experience does Tyler Stearns have?
Tyler Stearns has 11 years in the financial industry, since August 2015, across 2 adviser firms.
What exams has Tyler Stearns passed?
Tyler Stearns has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2015. FINRA credited Tyler Stearns with the SIE, which began in October 2018.
Where did Tyler Stearns work before Castle Coast Wealth?
Before Castle Coast Wealth, Tyler Stearns was registered through LPL Financial LLC, March 2016 to October 2019.
Where is Tyler Stearns based?
Tyler Stearns’ registered office is in La Jolla, CA.
Is Tyler Stearns registered with FINRA?
No. Tyler Stearns has no current broker registration.
How can I verify Tyler Stearns’ record?
Search CRD 5992669 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tyler Stearns’ full registration record.
- Kent KeisterChief Compliance Officer
Charles GillespieOwner, Managing Member, Principal