UBS Financial Services
46yrs
Top advisor by experience in Albany
25yrs
Jayson Michael Tanzman
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 74% of advisors at Merrill Lynch, Pierce, Fenner & Smith
Office69 State St, Albany, NY 12207
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?2 states
Services through Merrill Lynch, Pierce, Fenner & Smith
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2003 – nowMerrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent firm
Questions to ask Jayson
Tailored to Jayson’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jayson
How do I contact Jayson?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Jayson Michael Tanzman. Jayson works from the Albany, NY office.
How long has Jayson been a financial advisor?
Jayson has been in the industry since 2001, about 25 years. More experience than 74% of advisors at Merrill Lynch, Pierce, Fenner & Smith.
What licenses does Jayson hold?
Series 66. Tap any license on this page to see what it allows.
Is Jayson a fiduciary?
Jayson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jayson paid?
Merrill Lynch, Pierce, Fenner & Smith reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jayson for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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