Tamara Lynnette Naylor

CRD 3180725 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY

IA RegisteredBroker

Also appears in the source record as: Tamara Lynnette Hines; Tammi Lynnette Hines; Tamara L Naylor

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63SIESeries 7Series 6
Registered states (2): New Jersey · Texas
Years in the industry (source record): 27
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 3180725 contains one or more disclosure events as of Aug 20, 2026.

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FINRA BrokerCheck ↗ · SEC IAPD ↗

Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (10)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Pennington, NJ · BD capacity

Jun 18, 2020 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Pennington, NJ · IA capacity

start not retrieved → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
New York, NY · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → May 18, 2020
Fidelity Brokerage Services LLC
BD capacity

Aug 15, 2012 → May 18, 2020
Strategic Advisers LLC
IA capacity

Sep 1, 2016 → Jul 13, 2018
Charles Schwab & Co., Inc.
BD capacity

Aug 19, 2002 → Jul 31, 2012
J.J.B. Hilliard, W.L. Lyons, Inc.
BD capacity

Jun 1, 2002 → Jul 12, 2002
Pnc Brokerage Corp
BD capacity

Dec 22, 2000 → Jun 1, 2002
Citistreet Equities LLC
BD capacity

Mar 29, 1999 → Jan 2, 2001

Source & corrections

Where this page comes from

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