Tyler
Evans

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7819629
Investment Advisor
in American Fork, UT

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About this Advisor

Tyler Evans is a financial advisor based in American Fork, Utah, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Tyler has previously held positions at organizations including Morgan Stanley, Fibernet Corp, Evans Bookkeeping, Ion Solar, United Way Of Utah County, Bear River Head Start, Conservice, Usu Extension, Usu Sorenson Center For Clinical Excellence, Utah State University, Merrill Lynch, Pierce, Fenner & Smith Inc, Etrade From Morgan Stanley, Massachusetts Mutual Life Insurance Company, and Bank Of America, N.A. Tyler has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas and Utah. Currently, Tyler is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of American Fork, Utah. The firm has 3,779 offices and 33,689 employees. The firm manages assets totaling $1.5 trillion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

5348 W 11000 N
American Fork, UT 84003

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,511,090,925,436

UT Average: $7,464,549,021
Total Number of Employees

33,689

UT Average: 88
Total Number of Accounts

3,085,811

UT Average: 3,892
Average Account Size

$489,690

UT Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Tyler Evans Work History

2024 - Present (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2024 - Present (1 year)

Bank Of America, N.A

2023 - 2024 (1 year)

Morgan Stanley

2023 - 2024 (1 year)

Etrade From Morgan Stanley

2023 - 2023 (< 1 year)

Massachusetts Mutual Life Insurance Company

2022 - 2023 (1 year)

Fibernet Corp

2022 - 2023 (1 year)

Evans Bookkeeping

2022 - 2022 (< 1 year)

Ion Solar

2021 - 2022 (1 year)

United Way Of Utah County

2020 - 2021 (1 year)

Bear River Head Start

2019 - 2019 (< 1 year)

Usu Extension

2018 - 2019 (1 year)

Usu Extension

2017 - 2020 (3 years)

Conservice

2015 - 2019 (4 years)

Usu Sorenson Center For Clinical Excellence

2011 - 2018 (7 years)

Utah State University

Disclosures

Please visit the SEC profile of Tyler Evans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

Katelyn Gallagher
Scottsdale, AZ
Thomas Law
Hunt Valley, MD
Colton Hennessey
Hilton Head Island, SC
Vanessa Ceravolo
Miami, FL
Noah Murphy
Atlanta, GA
Nicole Jackson
Waldorf, MD
Hector Chavez
San Antonio, TX
Antonio Lopez
New York, NY

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