Tara Juliette Kravas
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8TFirm assets
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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.Sep 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2026 to now
- Johnson Financial Group LLC dba Jfg Family OfficeNov 2024 to Aug 2026
- Jfg Wealth Management LLCNov 2024 to Dec 2025
- Hp Property ManagementJul 2021 to Dec 2021
- William BlairJun 2021 to Nov 2024
- Ivy ResidencesJun 2020 to Sep 2020
- Bulkmatic LLCJun 2019 to Jul 2019
- Indiana UniversityAug 2018 to May 2022
- Bulkmatic LLCJun 2018 to Jul 2018
- Fenwick High SchoolAug 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7591262
- Firm CRD
- 7691