Bobby R Tyner

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

• 10/2019 → 03/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2019 → 10/2019
  Unemployed
  Kew Gardens, NY
• 03/2020 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 07/2011 → 12/2018
  Verizon
  Brooklyn, NY
• 03/2020 → 08/2021
  Equitable Advisors, Llc
  New York, NY
• 08/2021 → 09/2022
  Fidelity Investments
  Merrimack, NH
• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 10/2020 → 07/2021
  Board Of Education
  Far Rockaway, NY
• 03/2020 → 08/2020
  U.S. Census
  Forest Hills, NY
• 12/2022 → Present
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2021-10-14 → 2022-09-09
  Fidelity Personal And Workplace Advisors
  Kew Gardens, NY
• 2020-07-08 → 2021-08-18
  Equitable Advisors, Llc
  New York, NY

Other Businesses

I*: 1004278 Entity Type: Governmental Name of OBA: Queens Civic Engagement Committee Address: Kew Gardens, NY 11424 Investment Related: No Position, Title, Association: Volunteer Employee Start Date: 5/25/2022 Number of Hours: 3 hrs mthly Number of Hours during trading: 3 hrs mthly Duties: Participant opine on community updates and events such as bike lanes, community picnics, etc

Exams

• S66 Uniform Combined State Law Examination
  2020-06-12

Other Names

• Bobby R Tyner
• Bobby R Tyner