Tyler Aaron Konigsberg
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Tyler Aaron Konigsberg? 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
11 years in the industry.
- Bank of America, N.A.Jan 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2025 to now
- Equitable Advisors, LLC.Sep 2025 to Oct 2025
- UnemployedJun 2025 to Sep 2025
- Massmutual - Center of Wealth PreservationJun 2024 to Jan 2025
- Stifel Financial CorpJun 2023 to Aug 2023
- Kappa Alpha Theta Fraternity Housing CorporationAug 2022 to Nov 2022
- University of FloridaAug 2021 to May 2025
- Wheatley High SchoolJun 2015 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7777633
- Firm CRD
- 7691