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Tyreek Wilson

5 Years of Experience
Mount Laurel, NJ
1 DisclosureBroker

Tyreek Wilson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Mount Laurel, NJ, 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
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

1200 Howard Blvd, Mount Laurel, NJ, 08054

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History

Regulatory History (1)
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Financial
October 2023
Final
Other Business Activities

Tyreek works as a delivery person for Uber Eats, delivering food and drinks. He spends minimal time on this activity, both overall and during securities trading hours.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2023 - Present · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Thrivent Investment Management INC.Broker
October 2022 - November 2023 · 1 yr 1 mo
Thrivent Investment Management INC.
September 2022 - November 2023 · 1 yr 2 mos
Vanguard Advisers, INC.
February 2021 - June 2021 · 4 mos
Vanguard Marketing CorporationBroker
August 2019 - June 2021 · 1 yr 10 mos
State Registrations13 states
CTDCDEFLMAMDNHNJNYPARITXVA
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.