Nathaniel
Tarlow
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Nathaniel Tarlow is a financial advisor who works in Waltham, Massachusetts, with a total of 1 year of relevant experience. Tarlow works at Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Tanglewood Landscape LLC, Framingham State University, Waddell & Reed, Inc, Lincoln Investment, Wells Fargo Advisors LLC, Boston West Advisors, LLC, Homebridge Financial, Crosscountry Mortgage, Bank Of America, Merrill Lynch, Pierce, Fenner & Smith Inc, Fitchburg State University, Real Estate and Bank Of America N.A. Tarlow maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a financial advisory company headquartered in New York, NY. The company has offices in 3,372 locations and a total of 36,687 employees. It manages $1 trillion in total assets across 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 charities and foundations. Of its 2,864,234 accounts, 23% belong to high-net-worth individuals who have more than $1 million in assets. The business has a diverse array 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 charged by financial advisors usually vary depending on which services are offered. However, fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc may 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
Nathaniel Tarlow Work History
Nathaniel has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Bank Of America
Fitchburg State University
Boston West Advisors, LLC
Homebridge Financial
Crosscountry Mortgage
Real Estate
Wells Fargo Advisors LLC
Waddell & Reed, Inc
Lincoln Investment
Framingham State University
Tanglewood Landscape LLC
*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 Nathaniel Tarlow 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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