Bruce Tynan

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

• 08/2016 → 02/2017
  E*Trade Financial
  Sandy, UT
• 02/2017 → 05/2017
  E*Trade Financial
  Sandy, UT
• 02/2017 → 05/2017
  E*Trade Capital Management Llc
  Sandy, UT
• 05/2017 → 11/2022
  Decker Retirement Planning Inc.
  Kirkland, WA
• 08/2022 → 08/2023
  Teton Wealth Group, Llc
  Murray, UT
• 09/2023 → 09/2024
  Carson Wealth
  Midvale, UT
• 09/2023 → 08/2024
  Cwm, Llc Dba Carson Wealth
  Midvale, UT
• 09/2023 → 09/2024
  Signal Wealth, Llc
  Midvale, UT
• 09/2023 → 09/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
• 11/2024 → Present
  Bank Of America, N.A.
  Salt Lake City, UT

Previous Registrations

• 2023-09-27 → 2024-10-01
  Cwm, Llc
  Omaha, NE
  Midvale, UT
  Cottonwood Heights, UT
  Murray, UT
• 2022-09-06 → 2023-09-11
  Teton Wealth Group Llc
  Murray, UT
• 2017-08-25 → 2022-11-07
  Decker Retirement Planning Inc.
  Kirkland, WA
  Lehi, UT
• 2016-09-01 → 2017-06-07
  Harrisdirect Llc
  Sandy, UT
  Arlington, VA

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-12-27
• S66 Uniform Combined State Law Examination
  2016-09-01

Other Names

• Bruce Robert Tynan