Tatyana Peshko

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

• 11/2011 → 09/2016
  Wells Fargo Advisors
  Los Angeles, CA
• 11/2020 → 07/2025
  Morgan Stanley
  Temple Terrace, FL
• 08/2019 → 05/2020
  J. M. Marlowe Elementary School
  New Port Richey, FL
• 10/2016 → 08/2017
  Self Employed
  Los Angeles, CA
• 08/2017 → 07/2019
  Nick And Stef Steakhouse
  Los Angeles, CA
• 06/2020 → 11/2020
  Unemployed
  Holiday, FL
• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL

Previous Registrations

• 2021-05-05 → 2025-07-30
  Morgan Stanley
  Tampa, FL
  Seminole, FL
  Seminole, FL
  St Petersburg, FL
• 2011-11-22 → 2016-10-03
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
• 2009-06-01 → 2011-12-12
  Morgan Stanley
  Tampa, FL
  Los Angeles, CA
• 2008-11-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Tampa, FL
• 2008-01-28 → 2008-11-06
  Ameriprise Financial Services, Llc
  Tampa, FL

Other Businesses

I*2700262, Entity Type, Name of OBA: Rental Property 1 Address: St Petersburg Florida33702 Investment Related: No Position, Title, Association: Sole owner Employee Start Date: 08/05/2025No Hours: 1 monthly No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2021-05-04