Tyler Stephenson
CRD Number: 7149750Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Tyler Stephenson (CRD# 7149750) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dover, NH and has over 2 years of experience in the finance industry.
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
CRD# 2072909
Charter Oak Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Dover, NH | Dec 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dover, NH | Sep 2021 - Current | 2 |
| Citizens Bank | Exeter, NH | Jan 2019 - Sep 2021 | 2 |
| Citizens Securities, Inc. | Canton, MA | Jul 2019 - Jul 2019 | < 1 |
| Orangetheory Fitness | Waltham, MA | Apr 2018 - Jan 2019 | < 1 |
| Regions Financial Corporation | Jackson, TN | Feb 2017 - Mar 2018 | 1 |
| University Of Tennessee At Martin | Martin, TN | Aug 2012 - Dec 2016 | 4 |
| Final Flight Outfitters | Union Cty, TN | May 2014 - Sep 2016 | 2 |
| Sunglass Hut | Collierville, TN | Dec 2012 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- NH
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- 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
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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