Tyler West has been an investment adviser representative at C.L. Sheldon & Company since March 2026, and is not listed among the firm’s executive officers or direct owners. Tyler West holds a Master of Public Administration from Binghamton University, a Certificate of College Access Counseling from Rice University, a Master of Science in Personal Financial Planning from Texas Tech University and a Certificate in Charitable Financial Planning from Texas Tech University.
C.L. Sheldon & Company, LLC is a firm with $111M under management, 138 clients and 3 advisers across 5 offices, as of its June 2026 filing.
Tyler West is a Financial Planner at C.L. Sheldon & Company, LLC. He has over a decade of experience in the financial services industry and has specialized in comprehensive financial planning, college planning and financial education. He is an Army veteran who is involved in veteran mentorship and leadership organizations.
- C.L. Sheldon & Company, LLCCurrent– present · under a yearSpring, TX · Adviser representative · Firm CRD 152582
Professional designations
Listed by C.L. Sheldon & Company
- Accredited Financial Counselor (AFC®)
- Certified Financial Therapist (CFT™)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Tyler West is registered as an investment adviser representative in Texas, since March 2026.
- TexasSince 12 March 2026
Examinations
No examinations are on Tyler West’s record.
- Full name
- Tyler Bradley West
- CRD
- 8218162
- Firm
- C.L. Sheldon & Company · CRD 152582
- Office
- Spring, TX
- Registration
- Investment adviser registration
- In the industry since
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- clsheldon.com
Where does Tyler West work?
Tyler West is an investment adviser representative registered through C.L. Sheldon & Company, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Tyler West a financial advisor?
Yes. Tyler West has a current investment-adviser registration in Texas, through C.L. Sheldon & Company since March 2026.
How many years of experience does Tyler West have?
Tyler West has 0 years in the financial industry, since March 2026, across 1 adviser firm.
Where is Tyler West based?
Tyler West’s registered office is in Spring, TX.
Is Tyler West registered with FINRA?
No. Tyler West has no current broker registration.
Is Tyler West a CFP?
C.L. Sheldon & Company lists Tyler West with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Tyler West, CFP®, AFC®, CFT™ biography, clsheldon.com
How can I verify Tyler West’s record?
Search CRD 8218162 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tyler West’s full registration record.
