Tianyan Goellner
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
8 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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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
8 years in the industry.
- Bank of America N.A.Oct 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2023 to now
- Transamerica Financial Advisors, IncJun 2023 to Sep 2023
- World Financial Group, Inc.Apr 2023 to Sep 2023
- UnemployedFeb 2021 to Jan 2023
- UnemployedAug 2020 to Jan 2021
- Sidoti Amp; CoJul 2019 to Jul 2020
- UnemployedJan 2019 to Jul 2019
- Novalta Capital ManagementNov 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
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
- 5991238
- Firm CRD
- 7691