Tamara Nickole Powell

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

• 10/2009 → 02/2020
  E*Trade Capital Management Llc
  Jersey City, NJ
• 10/2009 → 02/2020
  E*Trade Securities Llc
  Jersey City, NJ
• 02/2020 → 08/2022
  E*Trade Securities Llc
  Jersey City, NJ
• 02/2020 → 08/2022
  E*Trade Capital Management Llc
  Jersey City, NJ
• 07/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 10/2018 → 10/2021
  Preferable Choice Llc
  Matawan, NJ

Previous Registrations

• 2009-10-28 → 2022-08-02
  Harrisdirect Llc
  Arlington, VA
  Arlington, VA
  Jersey City, NJ

Other Businesses

*431237 1. Real Estate 2. Investment Related: No 3. (Personal Address) 4. Rental Property 5. Owner 6. 11/01/2010 7. Hours devoted to business: 2 8. Hours devoted during Securities business: 0 9. Property Management. I*1335251 For profit or not for profit: Entity For Profit Name of outside business organization: Online Fitness Coach Investment related: N Address of business: Matawan, New Jersey, 07747, United States Nature of business: ["Limited Liability Company"] Position, title, association: ["Employee"], Start date of relationship: 6/12/2023 Number of hours devoted: 14 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , Advertise my fitness coaching on social media and work with clients to achieve their weight loss and fitness goals via work out and diet plans.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-15

Other Names

• Tamara Powell