Tiffany Freckleton

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

• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Yonkers, NY
• 01/2020 → 08/2023
  Td Bank
  New York City, NY
• 10/2018 → 10/2019
  Peoples United Bank
  New Rochelle, NY
• 06/2016 → 09/2017
  Chase Bank
  New York City, NY
• 09/2023 → 10/2024
  Unemployed
  Bronx, NY
• 02/2018 → 09/2018
  Unemployed
  Bronx, NY
• 08/2017 → 01/2018
  Fentin &Amp; Goldman Llp
  New York City, NY
• 01/2021 → 05/2021
  Pace University
  New York City, NY
• 01/2025 → Present
  Bank Of America, N.A.
  Yonkers, NY

Other Businesses

I*4858267, Entity Type: Entity For Profit, Name of OBA: irie boba llc, Address: no location, New York, 12345, Investment Related: N, Position, Title, Association: ["General Partner/Managing Member","Other"], Employee Start Date: 02/27/2026, No Hours: 0 Weekly, No Hours during Trading: 0 Weekly, Duties: none my mothers restaurant

Exams

• S66 Uniform Combined State Law Examination
  2025-03-31

Other Names

• Tiffany Aimy Freckleton