Tyler Donahou (CRD# 7140717) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Port Orchard, WA and has over 2 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 2538997
Robinswood Financial
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Port Orchard, WA | Mar 2019 - Current | 4 |
| Bank Of America, N.a. | Port Orchard, WA | Mar 2019 - Dec 2020 | 1 |
| Chase Bank | Port Orchard, WA | May 2017 - Mar 2019 | 1 |
| Terra Staffing Group | Tacoma, WA | Jan 2017 - Jul 2017 | < 1 |
| Blaze Baseball | Belfair, WA | Nov 2016 - Jun 2017 | < 1 |
| Helitrak Inc. | Gig Harbor, WA | Jun 2016 - Sep 2016 | < 1 |
| Pacific Lutheran University | Tacoma/parkland, WA | Sep 2014 - Aug 2016 | 1 |
| Olympic College | Bremerton, WA | Sep 2011 - Mar 2016 | 4 |
| City Beverages LLC | Puyallup, WA | Jun 2015 - Jun 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- TX
- WA
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Total Assets Under Management1,093,689MILLIONS
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Total Number of Accounts2,864,234ACCOUNTS
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Average Account Value$381,844
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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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