Mee Teng Tan

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

• 10/2022 → 04/2026
  Wells Fargo Clearing Services, Llc
  Gainesville, VA
• 10/2022 → 04/2026
  Wells Fargo Bank, Na
  Gainesville, VA
• 01/2019 → 10/2022
  Unemployed
  Bristow, VA
• 12/2018 → 01/2019
  Unemployed
  Singapore
• 05/2015 → 08/2018
  Parkway Hospitals, Laboratory Services
  Singapore
• 09/2018 → 12/2018
  Air Liquide
  Singapore
• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 06/2026 → Present
  Bank Of America, N.A.
  Vienna, VA

Previous Registrations

• 2023-01-27 → 2026-04-27
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  Gainesville, VA

Other Businesses

I*4525271 Entity Type: N/A Name of OBA: Rental Property 1 Address: Singapore, , 329341 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 02/26/2019 Number of Hours: 1, Monthly Number of Hours during trading: 0, Monthly Duties: N/A

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-27
• S63 Uniform Securities Agent State Law Examination
  2023-01-04

Other Names

• Mee Teng Tan