Taryn Amanda Bertetto

Current Employers

Employment History

• 07/2008 → 01/2017
  Wells Fargo Bank Na
  Albuquerque, NM
• 04/2013 → 11/2016
  Wells Fargo Advisors Llc
  Albuquerque, NM
• 11/2016 → 01/2017
  Wells Fargo Clearing Services, Llc
  Albuquerque, NM
• 01/2017 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
• 07/2019 → 05/2022
  Raymond James Financial Services, Inc.
  Austin, TX
• 07/2019 → Present
  Steward Partners Investment Advisory, Llc
  Austin, TX
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Austin, TX
• 07/2019 → Present
  Steward Partners Global Advisory, Llc
  Austin, TX

Previous Registrations

• 2019-04-02 → 2019-07-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX
  New York, NY

Other Businesses

2) STEWARD PARTNERS INVESTMENT ADVISORY,LLC:INVESTMENT RELATED:7/2019-PRESENT:AUSTIN, TX:SUPPORT STAFF:FINANCIAL SERVICES:0 HRS/MO:0 HRS DURING TRADING:IAR REGISTERED/INSURANCE AGENT 3) Name of Business: Bertetto Quality Trailers and Parts Address: 1124 Hwy 71 W, Bastrop, TX 78602 Nature of the Business: Business Owner Position/Title: Proprietor/Owner Investment Related: No Start Date: 07/26/2019 Hours per month devoted to this business: 40 Hours per month devoted to this business during trading hours: 0 Description of duties: Bookkeeping, Payroll, Accounting and clerical functions for the business 4) The Dooley Group. Address: Austin, TX Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 07/26/2019 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Registered Client Administrative Manager. 5) Name of Outside Activity: Bertetto Services; Nature of Business: Payroll services for contractors of Bertetto Quality Trailers; City/State: Georgetown, TX; Position/Title: Sole Proprietor; List of duties: Payroll services for contractors of Bertetto Quality Trailers and Parts; Start Date: July 2024; Hours per month devoted to activity: 5; Hours per month devoted to activity during trading hours: 0; Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-01
• S63 Uniform Securities Agent State Law Examination
  2013-09-12

Designations

Other Names

• Taryn Amanda Bertetto
• Taryn Amanda Dahlinger
• Taryn Bertetto