Tyler Edward Alvarez

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-08-16
NY	RA	APPROVED	2021-04-19
CT	RA	APPROVED	2020-11-27

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Melville	NY	02/2019	Present
Stony Brook University	Stony Brook	NY	10/2018	06/2019
Stony Brook University	Stony Brook	NY	08/2017	08/2019
Long Island University - Post	Brookville	NY	01/2016	05/2017
Koehler Instrument Company Inc.	Holtsville	NY	04/2017	08/2017
Bank Of America N.A.	Melville	NY	09/2020	Present

02/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Melville, NY
10/2018 → 06/2019

Stony Brook University

Stony Brook, NY
08/2017 → 08/2019

Stony Brook University

Stony Brook, NY
01/2016 → 05/2017

Long Island University - Post

Brookville, NY
04/2017 → 08/2017

Koehler Instrument Company Inc.

Holtsville, NY
09/2020 → Present

Bank Of America N.A.

Melville, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-11-25