Robert
Hall

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4491802
Investment Advisor
in Hudson, FL

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About this Advisor

Robert Hall is a financial advisor based in Hudson, Florida with a total of 1 year of relevant experience. Hall currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Independent Financial Group, International Assets Advisory, LLC, International Assets Investment Management, LLC, World Financial Group, Transamerica Financial Advisors, Inc, Fortitude Financial Group, Vital Guidance/Iaa, Pasco County Schools, Robert Hall Enterprises, United Health Group Dba United Healthcare, Mpowering America, Occasional Resale Of Season Tickets, Geico, Pinnacle Financial Services and Bank Of America N.A. Hall holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Florida and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business that has its headquarters in New York, NY. The company has offices in 3,372 locations and a total of 36,687 employees. It oversees $1 trillion in assets under management across its 2,864,234 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 accounts, 23% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm has a number 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. Financial advisory fee schedules usually are based on which services the firm provides the client. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

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

7419 State Road 52
Hudson, FL 34667

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

FL Average: 88
Total Number of Accounts

2,864,234

FL Average: 3,892
Average Account Size

$381,844

FL 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

Robert Hall Work History

Robert has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - Present (2 years)

Bank Of America N.A

2021 - Present (3 years)

Transamerica Financial Advisors, Inc

2021 - Present (3 years)

Robert Hall Enterprises

2020 - Present (4 years)

World Financial Group

2004 - Present (20 years)

Occasional Resale Of Season Tickets

2022 - 2022 (< 1 year)

Pinnacle Financial Services

2021 - 2022 (1 year)

Mpowering America

2021 - 2022 (1 year)

Geico

2019 - 2020 (1 year)

International Assets Advisory, LLC

2019 - 2020 (1 year)

International Assets Investment Management, LLC

2019 - 2021 (2 years)

Pasco County Schools

2018 - 2020 (2 years)

Vital Guidance/Iaa

2017 - 2019 (2 years)

Independent Financial Group

2017 - 2018 (1 year)

Fortitude Financial Group

2017 - 2022 (5 years)

United Health Group Dba United Healthcare

2012 - 2017 (5 years)

Bank Of America, N.A

2011 - 2017 (6 years)

Merrill Lynch, Pierce, Fenner & Smith 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 Robert Hall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc

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Scottsdale, AZ
Allison Klein
Farmington, MI
Michelle O'Brien
Chicago, IL
Sharif Charles
Washington, DC
Stefan Nicholas
Chevy Chase, MD
Colin Sullivan
Bridgewater, NJ
Livia Silva
Miami, FL
Michelle Gianono
Garden City, NY

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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