Tyler T Straeter

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

• 09/2013 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 03/2016 → Present
  Bank Of America, N.A.
  San Francisco, CA

Other Businesses

I*969255 For profit or not for profit: Entity For Profit Name of outside business organization: Chula Vista LLC Investment related: N Address of business: Chula Vista, California, 91911 Nature of business: ["Limited Liability Company"] Position, title, association: ["Other"], Start date of relationship: 8/31/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Monetary investment, Investor in LLC related to apartment complex purchase

Exams

• S66 Uniform Combined State Law Examination
  2014-07-31

Other Names

• Tyler T. Straeter
• Tyler Straeter