Timothy J Tasso

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

• 08/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Garden City, NY
• 12/2012 → Present
  Bank Of America, N.A.
  Garden City, NY

Other Businesses

I*510903 For profit or not for profit: Entity For Profit Name of outside business organization: Novel Properties of Texas, LLC Investment related: N Address of business: Austin, Texas, 78731 Nature of business: ["Limited Liability Company"] Position, title, association: ["Officer","Owner"], Start date of relationship: 8/1/2021 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Holding a single family rental home. I*510904 For profit or not for profit: Entity For Profit Name of outside business organization: Novel Properties, LLC Investment related: N Address of business: Sheridan, WY, 82801 Nature of business: ["Limited Liability Company"] Position, title, association: ["Officer","General Partner/Managing Member"], Start date of relationship: 8/1/2021 Number of hours devoted: 2 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: , Anonymous holding company for Novel Properties of Texas, LLC which holds a single family rental home.

Exams

• S66 Uniform Combined State Law Examination
  2012-10-10
• S63 Uniform Securities Agent State Law Examination
  1999-09-10

Other Names

• Timothy James Tasso
• Timothy James Tasso