Tonya E. Gatt

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

• 10/2015 → 09/2017
  Tulane University
  New Orleans, LA
• 07/2009 → 10/2017
  Bvlgari/Randstad/My People Net/Lvmh
  Metairie, LA
• 07/2018 → 07/2019
  J.P. Morgan Chase Securities Llc
  Harahan, LA
• 07/2018 → 07/2019
  Jp Morgan Chase Bank, N.A.
  Harahan, LA
• 01/2017 → 12/2017
  Tulane University
  New Orleans, LA
• 08/2005 → Present
  Bling Bling, Llc.
  New Orleans, LA
• 08/2005 → Present
  Sugar Grits, Llc.
  New Orleans, LA
• 07/2019 → 03/2020
  Jp Morgan Chase Bank, N.A.
  New York, NY
• 07/2019 → 03/2020
  Jp Morgan Securities Llc
  New York, NY
• 12/2020 → 07/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2021 → Present
  Bank Of America, N.A.
  New Orleans, LA
• 08/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Orleans, LA

Other Businesses

I*135317 For profit or not for profit: For-Profit Organization Name of outside business organization: Gatt Girls Farm Investment related: No Address of business: New Orleans, Louisiana 70115 Position, title, association: Family Held Start date of relationship: 12/31/2020 Number of hours devoted: 5 hours Annually Number of hours devoted during trading hours: 2 hrs annually Duties: 2 Farms: 1 agricultural rotating crop & 1 timber I*135093 For profit or not for profit: For-Profit Organization Name of outside business organization: sugar grits llc Investment related: Yes Address of business: New Orleans, Louisiana 70115 Position, title, association: Owner Start date of relationship: 5/1/2006 Number of hours devoted: 2 hours Monthly Number of hours devoted during trading hours: 2 hrs mthly Duties: commercial rental property I*135092 For profit or not for profit: For-Profit Organization Name of outside business organization: Bling Bling, LLC Investment related: Yes Address of business: New Orleans, Louisiana 70130 Position, title, association: Owner Start date of relationship: 8/29/2005 Number of hours devoted: 2 hours Mthly Number of hours devoted during trading hours: 2 hrs mthly Duties: Rental condo I*137644 For profit or not for profit: For-Profit Organization Name of outside business organization: Almost Fancy Investment related: No Address of business: New Orleans, Louisiana 70115 Position, title, association: Owner Start date of relationship: 4/27/2021 Number of hours devoted: 1 hour Monthly Number of hours devoted during trading hours: 0 Duties: Real Estate - Residential I*5079268, Entity Type: , Name of OBA: United Way of Southeast Louisiana, Address: New Orleans, Louisiana, 70119, Investment Related: N, Position, Title, Association: Steering Committee, Employee Start Date: 08/12/2026, No Hours: 10 Yearly, No Hours during Trading: 1 Yearly, Duties: Steering, Transforming underserved populations

Exams

• S66 Uniform Combined State Law Examination
  2021-07-24
• S63 Uniform Securities Agent State Law Examination
  2019-06-27

Other Names

• Tonya E Gatt
• Tonya Gatt
• Tonya Elizabeth Gatt