Tanya TorresCRD Number: 7076191
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Tanya Torres (CRD# 7076191) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Encino, CA and has over 3 years of experience in the finance industry.
Awm Capital, LLC
Aqua Capital Advisors
Wealth Management Partners Of Los Angeles
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Oxnard, CA||Feb 2019 - Current||3|
|Bloomingdales||Century City, CA||Aug 2018 - Feb 2019||< 1|
|Boston University||Boston, MA||May 2018 - Feb 2019||< 1|
|Triple C Mortgage||Santa Paula, CA||Jan 2017 - Nov 2018||1|
|Vista Cove Care Center Of Santa Paula||Santa Paula, CA||Sep 2016 - Apr 2018||1|
|Mercury Insurance Company||Camarillo, CA||Sep 2016 - Aug 2017||< 1|
|Employer Concepts Insurance Services||Irvine, CA||Aug 2012 - Sep 2016||4|
|University Of California Irvine||Irvine, CA||Aug 2011 - Aug 2016||5|
|Starbucks Coffee Company||Irvine, CA||Jan 2012 - Aug 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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