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Tyler Scott

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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

11 years in the industry.

  1. Bank of America, N.A.Jul 2026 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
  3. ThriventMay 2025 to Aug 2025
  4. Lucas Concrete ProductsJun 2024 to Aug 2024
  5. Sewanee: the University of the SouthAug 2022 to Apr 2026
  6. South Mecklenburg High SchoolApr 2015 to Aug 2024

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (SC).

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
8068104
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
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