Tyrone Hart
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Aug 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- J.P. Morgan Chase Nank, N.A.Jan 2023 to Jul 2024
- JPMorgan Chase Bank, N.A.Jun 2022 to Jan 2023
- JPMorgan Chase & Co.Jun 2021 to May 2022
- Amazon.com, Inc.Jan 2021 to Mar 2021
- NikeOct 2019 to Nov 2020
- Merrill Lynch At Bank of AmericaMay 2019 to Aug 2019
- Temple UniversityAug 2018 to May 2022
- Modell's Sporting GoodsOct 2017 to Aug 2018
- Albertsons Companies, Inc.Jul 2017 to Sep 2017
- HoneygrowJun 2017 to Jul 2017
- Science Leadership Academy At BeeberSep 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7126641
- Firm CRD
- 7691