Tyler EpakchiCRD Number: 7376638
Current Firm: Morgan Stanley
Tyler Epakchi (CRD# 7376638) is an Investment Advisor Representative working at Morgan Stanley in Jericho, NY and has 1 year of experience in the finance industry.
Park Avenue Securities LLC
American Portfolios Advisors, Inc.
Hightower Advisors, LLC
|Morgan Stanley Smith Barney LLC||Jericho, NY||Sep 2021 - Current||< 1|
|Morgan Stanley Smith Barney LLC||Jericho, NY||May 2021 - Sep 2021||< 1|
|Fanvest Wagering Exchange||Remote, NY||Jan 2021 - May 2021||< 1|
|Unemployed||New York, NY||Jan 2010 - Jan 2021||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2021|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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