Tanner Josiah Reiser
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 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
14 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
- UnemployedJun 2024 to Aug 2024
- Northwestern Mutual Wealth Management CompanyDec 2023 to May 2024
- Northwestern Mutual Investment Services LLCAug 2023 to May 2024
- Northwestern Mutual Life Insurance CompanyJan 2023 to May 2024
- University of Washington BothellMar 2021 to Dec 2022
- ChickfilaDec 2017 to Sep 2021
- Everett Community CollegeSep 2017 to Jun 2020
- Papa MurphysDec 2016 to Oct 2017
- UnemployedNov 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7668487
- Firm CRD
- 7691