Sky Tyler Ellis
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Bank of America, N.A.Jul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2026 to now
- Farmers Insurance - Jacob Morgan AgencyJan 2026 to May 2026
- UnemployedJun 2025 to Jan 2026
- Feral Kitchen & LoungeSep 2024 to Jun 2025
- Dave & Busters Inc.Jun 2024 to Sep 2024
- Dave and Busters Inc.Dec 2023 to Jan 2024
- Dave and Busters Inc.Jul 2023 to Sep 2023
- California Polytechnic State University San Luis ObispoSep 2021 to Jun 2025
- Student - Cal Poly San Luis ObispoSep 2021 to Jun 2025
- Aliso Niguel High SchoolAug 2017 to Sep 2021
- Don Juan Avila Middle SchoolAug 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8078133
- Firm CRD
- 7691