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Tammie Scheuermann

27 Years of Experience
Phoenix, AZ
Broker

Tammie Scheuermann is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Phoenix, AZ, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

1825 E Buckeye Rd, Phoenix, AZ, 85034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tammie is a presenter for Younique, LLC, a cosmetics company, since 2017. She purchases products for personal use only and receives a commission discount, dedicating minimal time annually.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2016 - Present · 10 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2016 - Present · 10 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Charles Schwab & CO., INC.
October 2006 - January 2016 · 9 yrs 3 mos
Charles Schwab & CO., INC.Broker
February 1998 - January 2016 · 17 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.