Tanya M Merchant

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

• 01/2016 → 05/2023
  Morgan Stanley Smith Barney Llc
  Denver, CO
• 02/2016 → 05/2023
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 05/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Norfolk, VA
• 05/2023 → Present
  Bank Of America, N.A.
  Norfolk, VA

Previous Registrations

• 2016-02-01 → 2023-06-02
  Morgan Stanley
  Denver, CO
• 2008-06-03 → 2016-01-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Denver, CO
• 2006-02-27 → 2007-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Virginia Beach, VA
  Norfolk, VA

Other Businesses

I*1307257 For profit or not for profit: Entity Charitable Name of outside business organization: Filipino American Chamber of Commerce of VA Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 6/1/2023 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Founding board member of the FACC-VA, which is dedicated to supporting and advancing interests of Filipino American businesses in Virginia.

Exams

• S66 Uniform Combined State Law Examination
  2006-02-24

Other Names

• Tanya Marie Monton
• Tanya Marie Monton