Justin Tendler
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America, N.A.Jul 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to now
- UnemployedJan 2024 to May 2025
- Fly By JingOct 2022 to Jan 2024
- Earth Island (acquired By Danone)Sep 2021 to Oct 2022
- UnemployedMay 2020 to Sep 2021
- Earth Island (acquired By Danone)Apr 2018 to May 2020
- UnemployedFeb 2018 to Apr 2018
- Rivo USAJul 2017 to Feb 2018
- UnemployedJun 2016 to Jul 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
- 8101710
- Firm CRD
- 7691