Tyler D Ybarra
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.
- Bank of America, N.A.Apr 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2026 to now
- Bank of AmericaJun 2025 to Aug 2025
- University of Southern CaliforniaAug 2023 to Dec 2025
- Pacific Global Investment ManagementJun 2023 to Aug 2023
- BeatbreadAug 2022 to Oct 2022
- University of California RiversideAug 2021 to Jun 2023
- Badger Gear Swim SchoolMay 2021 to Sep 2021
- UnemployedJul 2018 to Apr 2021
- Elementary and High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8106736
- Firm CRD
- 7691