SA
SA

Stuart David Abrams

36 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

3601 Green Road, Suite 100, Beachwood, OH, 44122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Stuart is a musician performing once a month, spends full-time hours on his LPL business, and provides investment advisory services through Tyler-Stone Wealth Management, LLC, dedicating about a quarter of his time to this.

Employment History
Current Registrations
LPL Financial LLC
September 2025 - Present · 5 mos
Tyler-Stone Wealth Management, LLC
January 2015 - Present · 11 yrs 1 mo
LPL Financial LLCBroker
February 2006 - Present · 20 yrs
Previous Registrations
LPL Financial LLC
February 2006 - October 2020 · 14 yrs 8 mos
The Lincoln National Life Insurance CompanyBroker
July 2002 - February 2006 · 3 yrs 7 mos
Lincoln Financial Advisors Corporation
January 2000 - February 2006 · 6 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
June 1998 - February 2006 · 7 yrs 8 mos
Cigna Financial Advisors,inc.Broker
May 1989 - June 1998 · 9 yrs 1 mo
State Registrations16 states
ALAZCACODCFLILMAMENJNVNYOHRIVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.