Tyler Stevenson, financial advisor Palm Beach FL

Tyler Stevenson

CRD Number: 6964017
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tyler Stevenson (CRD# 6964017) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Palm Beach, FL and has over 4 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Bank Of America, N.a. Palm Beach, FL Oct 2019 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Palm Beach, FL Jun 2019 - Current 5
Centre College Danville, KY Jun 2015 - May 2019 3
Merrill Lynch Palm Beach, FL Jun 2018 - Aug 2018 < 1
Palm Beach Accounting And Financial Services Palm Beach, FL Jun 2017 - Aug 2017 < 1
Rabun Gap Nacoochee School Rabun Gap, GA Aug 2008 - May 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Tyler J. Stevenson
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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