Robert
Schiano

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4152687
Investment Advisor
in Summit, NJ

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About this Advisor

Robert Schiano is a financial advisor based in Summit, New Jersey, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Robert has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and Texas. Currently, Robert is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Summit, New Jersey. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

1 Deforest Ave
Summit, NJ 07901

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

NJ Average: 88
Total Number of Accounts

2,911,578

NJ Average: 3,892
Average Account Size

$436,737

NJ Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Robert Schiano Work History

2009 - Present (15 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - Present (15 years)

Bank Of America, N.A

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Schiano 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

Katelyn Gallagher
Scottsdale, AZ
Kounian Ding
Bethesda, MD
Callum Krach
Baltimore, MD
Armando Flores
Dallas, TX
Laura Smith
Washington, DC
Jonathan Yocum
Saint Paul, MN
Jack Cambon
Redding, CA
Alexander Knapp
Towson, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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