Cheryl
Tyson

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4642379
Investment Advisor
in Aiken, SC

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About this Advisor

Cheryl Tyson is a financial advisor based in Aiken, South Carolina. Tyson is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. The advisor has gained experience at Bank Of America, N.A, Security Federal Bank, Lpl Financial LLC, Retired, Merrill Lynch, Retired Homemaker, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America. Tyson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in South Carolina and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm based out of New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 advisors. It controls $1 trillion in total assets across its 2,864,234 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 accounts, 23% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a diverse assortment of services, such as 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. A financial advisor's fees typically are based on the financial services provided. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc most likely are comprised of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

308 Park Ave
Aiken, SC 29801

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

SC Average: $7,464,549,021
Total Number of Employees

36,687

SC Average: 88
Total Number of Accounts

2,864,234

SC Average: 3,892
Average Account Size

$381,844

SC Average: $1,917,921

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

Cheryl Tyson Work History

Cheryl has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Merrill Lynch

2021 - 2022 (1 year)

Retired Homemaker

2020 - 2021 (1 year)

Security Federal Bank

2020 - 2021 (1 year)

Lpl Financial LLC

2019 - 2019 (< 1 year)

Bank Of America, N.A

2019 - 2020 (1 year)

Retired

2016 - 2019 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Bank Of America

2009 - 2016 (7 years)

Bank Of America, N.A

*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 Cheryl Tyson 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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Gary Jones
Pennington, NJ
Joseph Hunt
Alpharetta, GA
Anthony Bushman
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Daniel Lewis
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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