Tamara
Kotaska
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Tamara Kotaska is a financial advisor who works in Destin, Florida with a total of 1 year of relevant experience. Kotaska is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Kotaska has worked at Valic Financial Advisors, Inc, R.M. Stark & Co., Inc, Allstate Insurance Co, Tamara Kotaska Inc, Signator Financial Services, Inc, Caretaker, Regions Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America N.A. Kotaska has a Series 63 license, designating them as a securities representative, and is able to operate in Florida. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm headquartered in New York, NY. The company has offices in 3,372 locations and a total of 36,687 advisors. It manages $1 trillion in assets under management between its 2,864,234 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 4,459 charitable organizations. Of its 2,864,234 accounts, 23% belong to high-net-worth investors who have greater than $1 million in investable assets. The company has a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial advisory services typically are based on the services offered. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc most likely include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Tamara Kotaska Work History
Tamara has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Regions Bank
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Signator Financial Services, Inc
Caretaker
R.M. Stark & Co., Inc
Allstate Insurance Co
Tamara Kotaska Inc
Valic Financial Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tamara Kotaska 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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