Tyler Smillie, financial advisor Charlotte NC

Tyler Smillie

CRD Number: 7135310
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tyler Smillie (CRD# 7135310) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 4 years of experience in the finance industry.

Similar Advisors
Jason Moore, financial advisor Charlotte NC
Jason N. Moore
CRD# 5182920
Moore Investment Partners, LLC
Similar Advisors
Scott Biedrycki, financial advisor Charlotte NC
Scott A. Biedrycki
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Michael Kreimer, financial advisor Charlotte NC
Michael W. Kreimer
CRD# 1451905
Eudaimonia Partners, LLC
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale, FL Jun 2019 - Current 3
Fifth Third Bank Cincinnati, OH Jun 2016 - May 2019 2
Enterprise Florida Tallahassee, FL Sep 2015 - Jun 2016 < 1
Regulatory Compliance Services Tallahassee, FL Aug 2014 - May 2016 1
Florida Restaurant And Lodging Association Tallahassee, FL Jul 2014 - May 2016 1
Florida State University Tallahassee, FL Aug 2010 - Apr 2016 5
Visit Florida Tallahassee, FL Sep 2015 - Dec 2015 < 1
Lead Internship Palm Beach, FL May 2015 - Aug 2015 < 1
The Breakers Palm Beach Palm Beach, FL May 2015 - Aug 2015 < 1
The Florida Chamber Of Commerce Tallahassee, FL Jan 2015 - May 2015 < 1
The Florida Senate Tallahassee, FL Jan 2014 - May 2014 < 1
Golds Gym Tallahassee, FL Aug 2013 - Apr 2014 < 1
Wyndham Vacation Ownership Destin, FL May 2013 - Jul 2013 < 1
Seminole Discount Liquor Tallahassee, FL Jan 2012 - May 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Tyler P. Smillie
Phone Number: 800-637-7455
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
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 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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.