Timothy Peter Tucker

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

• 02/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 05/2017 → 11/2017
  Peter Belli Jr. Corp
  Moriches, NY
• 12/2017 → 02/2019
  Broadridge Financial Solutions
  Brentwood, NY
• 08/2016 → 12/2016
  Syracuse University - Office Of Budget And Operations
  Syracuse, NY
• 08/2013 → 05/2017
  Syracuse University
  Syracuse, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-05-26

Other Names

• Timothy P Tucker
• Timothy Tucker