Merrill
47yrs
Top advisor by experience in Poughkeepsie
6yrs
Tyler Bates
Financial advisor at Ameriprise Financial Services
Tyler Bates is a fiduciary financial advisor in Poughkeepsie, New York, with 6 years in the industry. Tyler joined Ameriprise Financial Services in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 142 advisors with offices in Poughkeepsie, and one of 126 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office27 Collegeview Ave, Poughkeepsie, NY 12603
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Tyler
Local office(845) 495-3848Ask for Tyler. (612) 671-3131Main office · Minneapolis, MN 27 Collegeview AvePoughkeepsie, NY 12603Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Tyler
Tailored to Tyler’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Tyler
How do I contact Tyler?
Call Tyler’s local office at (845) 495-3848 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Tyler Bates.
How long has Tyler been a financial advisor?
Tyler has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Tyler hold?
Series 66. Tap any license on this page to see what it allows.
Is Tyler a fiduciary?
Tyler is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tyler paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Tyler for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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