Tyler J Morton

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2026-08-28

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	05/2026	Present
Bank Of Lexington	Lexington	KY	06/2024	05/2026
Houchens Insurance Group	Lexington	KY	02/2022	04/2024
University Of Kentucky	Lexington	KY	08/2020	05/2024
Bowling Green High School	Bowling Green	KY	06/2016	05/2020
St Vincent Depaul	Bowling Green	KY	05/2020	08/2021
Bank Of America, N.A.	Lexington	KY	07/2026	Present

05/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
06/2024 → 05/2026

Bank Of Lexington

Lexington, KY
02/2022 → 04/2024

Houchens Insurance Group

Lexington, KY
08/2020 → 05/2024

University Of Kentucky

Lexington, KY
06/2016 → 05/2020

Bowling Green High School

Bowling Green , KY
05/2020 → 08/2021

St Vincent Depaul

Bowling Green, KY
07/2026 → Present

Bank Of America, N.A.

Lexington, KY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-28