Natenal Tekletson
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2025 to now
- YearproApr 2025 to Jul 2025
- Year UpOct 2024 to Apr 2025
- Marcos PizzaJan 2024 to Apr 2024
- Uber EatsJun 2023 to Jun 2025
- Richland CollegeAug 2022 to Dec 2023
- WalmartAug 2022 to Aug 2022
- ChipotleJul 2022 to Aug 2022
- Chick Fil aJul 2022 to Jul 2022
- Richland Collegiate High SchoolAug 2020 to May 2022
- Berkner High SchoolAug 2018 to May 2020
- Liberty Junior High SchoolAug 2017 to Jun 2018
- International Leadership of TexasOct 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8022302
- Firm CRD
- 7691