Tessa Tanae Stewart

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

• 07/2014 → 02/2020
  Wells Fargo Bank, Na
  South Amboy, NJ
• 08/2017 → 02/2020
  Wells Fargo Clearing Services, Llc
  South Amboy, NJ
• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Summit, NJ
• 09/2018 → Present
  Self Employed - The Stewart Project Llc & The Tessa Stewart Llc
  Parlin, NJ

Other Businesses

THE STEWART PROJECT LLC DBA PHOTOS BY TWO, NOT INV RELATED, PARLIN, NJ, WEDDING PHOTOGRAPHY, VIDEOGRAPHAY, MAKEUP, START DATE: 9/11/2018, 10 HRS/MONTH, 0 HRS DURING TRADING.THE TESSA STEWART, LLC DBA T. STEWART BEAUTY; NOT INVESTMENT RELATED; PARLIN,NJ; 100% OWNERSHIP; START DATE 08/01/2019; NUMBER OF HOURS PER MONTH 6; NUMBER OF HOURS DURING TRADING 0; APPLY MAKEUP TO CUSTOMERS FOR SPECIAL OCCASIONS, MARKETING BEAUTY RELATED PRODUCTS/SERVICES, & VIDEO EDITING. I*4775300, Entity Type: , Name of OBA: A L, Address: Baltimore, Maryland, 21216, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 06/27/2026, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2025-03-01
• S63 Uniform Securities Agent State Law Examination
  2017-11-09

Other Names

• Tessa Tanae Lewis