Tyler Morgan
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Bank of America N.A.Apr 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2023 to now
- UnemployedNov 2022 to Mar 2023
- Nextep IncAug 2022 to Nov 2022
- Sagepoint Financial, Inc.May 2020 to Aug 2022
- Fuqua Financial LLCJan 2020 to Aug 2022
- Napa Flats Wood-fired KitchenMay 2017 to Dec 2019
- Texas A&m UniversityAug 2016 to May 2020
- Pier 36 Seafood and Oyster BarJul 2013 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 7227805
- Firm CRD
- 7691