Tyler Matthew Allen Smith

Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• EQUITY RESEARCH SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 02/2017
  Wells Fargo Advisors Llc
  Chicago, IL
• 02/2017 → 02/2020
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 07/2020 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 02/2020 → 07/2020
  Unemployed
  Chicago, IL
• 04/2021 → Present
  William Blair
  Chicago, IL

Previous Registrations

• 2020-08-14 → 2021-04-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  New York, NY
• 2015-09-11 → 2019-12-26
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 2015-04-07 → 2015-06-05
  Td Ameritrade, Inc.
  Chicago, IL

Other Businesses

KINKY KANDLES; NOT INVESTMENT RELATED; BUSINESS ADDRESS IS CHICAGO, IL; 100% OWNERSHIP; START DATE 01/15/2019; NUMBER OF HOURS PER MONTH 20; NUMBER OF HOURS DURING TRADING 0; ORDERING CANDLE SUPPLIES, CREATING CANDLES, SELLING CANDLES TO FAMILY/FRIENDS AND LOCAL CHICAGO BUSINESSES OR AT CRAFT FAIRS/FARMERS MARKETS.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-03