Thomas Tesser, financial advisor West Palm Beach FL
93 score

Thomas Tesser

CRD Number: 1433910
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Thomas Tesser (CRD# 1433910) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in West Palm Beach, FL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, Na Fort Lee, NJ Sep 2009 - Current 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus, NJ Oct 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Thomas A. Tesser
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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