Tianyan Goellner
Tianyan Goellner is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Ridgefield, CT, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
63 Copps Hill Rd, Ridgefield, CT, 06877
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Tianyan is a real estate agent and independent contractor for William Pitt Sotheby's International Realty since February 2023. William Pitt Sotheby's holds Tianyan's license to prevent it from expiring, but Tianyan is not allowed to conduct transactions and has minimal responsibilities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Sidoti & Company, LLCBroker
Cantor Fitzgerald & CO.Broker
Wts Proprietary Trading Group LLCBroker
State Registrations18 states
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.