Joshua
Styler-Tracy
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Joshua Styler-Tracy is a financial advisor based in Jacksonville, Florida, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Joshua has previously held positions at Trinity Wealth Securties, LLC, Buckalew'S Restaurant And Tavern, Surf City Beach Patrol, Surf City Hotel, Greenhouse Cafe, Farias Surf & Sport, Southern Regional High School, Southern Regional Middle School, Ocean County College, The University Of Tampa, Florida Financial Advisors Dba Tristate Financial Advisors, Merrill Lynch, Pierce, Fenner & Smith Inc, Target Corporation, and Td Bank. Joshua has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Joshua is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Jacksonville, Florida. The firm has 3,779 offices and 33,689 employees. The firm manages assets totaling $1.5 trillion and serves 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
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,511,090,925,436
33,689
3,085,811
$489,690
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
Joshua Styler-Tracy Work History
Merrill Lynch, Pierce, Fenner & Smith Inc
Td Bank
Trinity Wealth Securties, LLC
Florida Financial Advisors Dba Tristate Financial Advisors
Buckalew'S Restaurant And Tavern
The University Of Tampa
Ocean County College
Surf City Beach Patrol
Farias Surf & Sport
Target Corporation
Surf City Hotel
Greenhouse Cafe
Southern Regional High School
Southern Regional Middle School
Disclosures
Please visit the SEC profile of Joshua Styler-Tracy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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