Tsvetelin Stanchev

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

• 07/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 04/2023 → 11/2023
  Berge Toyota
  Mesa, AZ
• 02/2022 → 04/2023
  Chrysler Dodge Jeep Ram
  Scottsdale, AZ
• 11/2020 → 02/2022
  Az Auto Pros
  Chandler, AZ
• 05/2013 → 11/2020
  Tito Group Logistics
  Chandler, AZ
• 12/2023 → 06/2024
  Unemployed
  Chandler, AZ
• 01/2026 → Present
  Bank Of America, N.A.
  Chandler, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-11-12

Other Names

• Tito Stanchev