Tyler Epakchi, financial advisor Jericho NY

Tyler Epakchi

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Tyler D. Epakchi
Phone Number: 914-225-5510
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,311,935
    MILLIONS
  • Total Number of Accounts
    2,129,899
    ACCOUNTS
  • Average Account Value
    $615,961
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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