Tara Czepiga

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

• 11/2017 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Trenton, NJ
• 11/2017 → 06/2022
  Bank Of America, N.A.
  Trenton, NJ
• 03/2013 → 05/2017
  Verizon Wireless
  Lawrence, NJ
• 06/2017 → 11/2017
  Complete Document Solutions
  Philadelphia, PA
• 06/2022 → 10/2022
  Fidelity Investments
  Princeton, NJ
• 11/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Willingboro, NJ

Previous Registrations

• 2022-08-29 → 2022-11-21
  Fidelity Personal And Workplace Advisors
  Princeton, NJ
• 2021-02-05 → 2022-06-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Laurel, NJ
  Flanders, NJ
  Willingboro, NJ

Other Businesses

I*2797272, Entity Type: Entity For Profit, Name of OBA: Selling items on Ebay, Address: Lawrence, New Jersey, 08648, Investment Related: N, Position, Title, Association: Owner, Employee State Date: 10/01/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: Running online business, To sell products on Ebay

Exams

• S66 Uniform Combined State Law Examination
  2020-09-18

Other Names

• Tara Eagle
• Tara Elizabeth Eagel
• Tara E Czepiga
• Tara Elizabeth Czepiga
• Tara E Eagel