Tucker Dean Bollinger
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- Old Texas Brewing Co.Mar 2025 to Oct 2025
- Billy Bobs Texas Investments LLCMay 2024 to Jun 2024
- Quatro Tax LLCMay 2023 to Oct 2024
- State FarmJan 2023 to May 2023
- Total Wine and MoreNov 2022 to Nov 2022
- StarbucksMay 2022 to May 2022
- Maxine's CocktailsApr 2022 to Jul 2023
- Maple Branch BreweryFeb 2022 to Apr 2022
- Self EmployedAug 2021 to Jan 2023
- Champions School of Real EstateApr 2021 to Aug 2021
- UnemployedJun 2020 to Apr 2021
- Daffan Heating and CoolingJan 2020 to Jun 2020
- DoordashNov 2019 to Dec 2022
- Texas Career CenterSep 2019 to Jan 2020
- 1845 Oilfield ServicesMay 2019 to Sep 2019
- Belk, Inc.Sep 2018 to Sep 2018
- FavorSep 2017 to Dec 2022
- Allstate Insurance CompanyMar 2017 to May 2019
- UnemployedDec 2016 to Mar 2017
- Kohl'sJun 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8245819
- Firm CRD
- 7691