Tonya E. Gatt
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
21 yearsExperience
3 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
21 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to now
- Bank of America, N.A.Jan 2021 to now
- Bling Bling, LLC.Aug 2005 to now
- Sugar Grits, LLC.Aug 2005 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2020 to Jul 2021
- JP Morgan Securities LLCJul 2019 to Mar 2020
- JP Morgan Chase Bank, N.A.Jul 2018 to Mar 2020
- J.P. Morgan Chase Securities LLCJul 2018 to Jul 2019
- Tulane UniversityOct 2015 to Dec 2017
- Bvlgari/randstad/my People Net/lvmhJul 2009 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (LA, NY, 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
- 6990430
- Firm CRD
- 7691