Tamara Nickole Powell
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
17 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Tamara Nickole Powell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- Preferable Choice LLCOct 2018 to Oct 2021
- E*trade Capital Management LLCOct 2009 to Aug 2022
- E*trade Securities LLCOct 2009 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NY).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5376019
- Firm CRD
- 7691