Alan Pearson Tarbet
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Alan Pearson Tarbet? Claim your profile
Contact this firm
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
10 years in the industry.
- Bank of America, N.A.Oct 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to now
- QualtricsSep 2021 to Jun 2022
- Bank of AmericaJun 2021 to Aug 2021
- Merrill LynchJun 2021 to Aug 2021
- Sports West ConstructionMay 2020 to May 2021
- Strategies 360Dec 2019 to Apr 2020
- Missionary Training CenterSep 2019 to Apr 2020
- Elegant Gardens NurseryMay 2019 to Aug 2019
- Sports West ConstructionMay 2019 to Aug 2019
- Byu Dining ServicesJan 2019 to Apr 2019
- Brigham Young UniversitySep 2018 to Apr 2022
- The Church of Jesus Christ of Latter-day SaintsAug 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7334897
- Firm CRD
- 7691