Sky Tyler Ellis

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

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
• 01/2026 → 05/2026
  Farmers Insurance - Jacob Morgan Agency
  Irvine, CA
• 06/2025 → 01/2026
  Unemployed
  Aliso Viejo , CA
• 09/2024 → 06/2025
  Feral Kitchen & Lounge
  San Luis Obispo, CA
• 06/2024 → 09/2024
  Dave & Busters Inc.
  Irvine, CA
• 09/2021 → 06/2025
  Student - Cal Poly San Luis Obispo
  San Luis Obispo, CA
• 07/2023 → 09/2023
  Dave And Busters Inc.
  Irvine, CA
• 12/2023 → 01/2024
  Dave And Busters Inc.
  Irvine, CA
• 08/2014 → 08/2017
  Don Juan Avila Middle School
  Aliso Viejo, CA
• 08/2017 → 09/2021
  Aliso Niguel High School
  Aliso Viejo, CA
• 09/2021 → 06/2025
  California Polytechnic State University San Luis Obispo
  San Luis Obispo, CA
• 07/2026 → Present
  Bank Of America, N.A.
  Newport Beach, CA

Other Businesses

I*4683295 Entity Type: For Profit Name of OBA: Black Swan Performance Systems LLC Address: Aliso Viejo, California, 92656 Investment Related: No Position, Title, Association: Officer Employee Start Date: 04/08/2026 Number of Hours: 4, Weekly Number of Hours during trading: 0 Duties: Personal Training and Nutrition Consulting. Analyze client schedules, plan workouts/training sessions, and optimize meal planning.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-29

Other Names

• Sky T Ellis