Tonya Pirker

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1999 → Present
  Merrill Lynch
  Detroit, MI
• 10/1999 → Present
  Merrill Lynch
  Grosse Pointe, MI

Other Businesses

I*4520292, Entity Type: Entity For Profit, Name of OBA: Creative Memories, Address: Sauk Rapids, Minnesota, 56379, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee Start Date: 05/05/2026, No Hours: 10 Monthly, No Hours during Trading: 0 Monthly, Duties: share products and put in orders if people want supplies They sell craft tools and supplies, I want the discount on the products might have friends and family buy products

Exams

• S66 Uniform Combined State Law Examination
  2016-03-05
• S63 Uniform Securities Agent State Law Examination
  2013-01-27

Other Names

• Tonya Morgan
• Tonya Jean Morgan