Blakely Scott Tanner

$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
TX	RA	APPROVED	2025-05-14
IL	RA	APPROVED	2025-04-30

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	07/2024	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Alpharetta	GA	06/2024	08/2024
Frank Otte Nursery And Garden Center	Louisville	KY	06/2021	08/2022
Fridge & Pantry	Oxford	OH	08/2022	05/2024
St. Xavier High School	Louisville	KY	08/2016	05/2020
Miami University	Oxford	OH	08/2020	05/2024

07/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
06/2024 → 08/2024

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alpharetta, GA
06/2021 → 08/2022

Frank Otte Nursery And Garden Center

Louisville, KY
08/2022 → 05/2024

Fridge & Pantry

Oxford, OH
08/2016 → 05/2020

St. Xavier High School

Louisville, KY
08/2020 → 05/2024

Miami University

Oxford, OH

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-30