Tyler Thomas Merz
Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
2 statesRegistered in
$915.8BFirm assets
55 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- UBS Financial Services Inc.Jan 2020 to now
- UBS Finanical Services IncJan 2020 to now
- Morgan StanleyJul 2018 to Jan 2020
- TentrrJun 2018 to Jul 2018
- UnemployedApr 2018 to Jun 2018
- Nbt BankJan 2018 to Apr 2018
- UnemployedDec 2017 to Jan 2018
- Nycm InsuranceAug 2017 to Dec 2017
- Stop & ShopMay 2017 to Aug 2017
- Suny OneontaAug 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 6979207
- Firm CRD
- 8174