Travis Robert Yawger
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 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
13 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- Uncle Giuseppe'sMay 2024 to Nov 2024
- Red Bank ArmoryAug 2023 to May 2024
- UnemployedMay 2023 to Aug 2023
- FedexFeb 2023 to May 2023
- UnemployedFeb 2022 to Feb 2023
- The Vanguard Group, Inc.Feb 2022 to Nov 2022
- Rr DonnelleyJul 2021 to Nov 2021
- Northwestern MutualMay 2020 to Aug 2020
- Integrity Outsource, LLCJun 2019 to Aug 2019
- Arizona State UniversityAug 2017 to May 2021
- Middletown High School SouthSep 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7258555
- Firm CRD
- 7691