Robert
Klingensmith

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4212167
Investment Advisor
in New York, NY
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About this Advisor

Robert Klingensmith is a financial advisor working in New York, New York, with 13 years in the industry. Klingensmith is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Banc Of America Investment Services, Inc and Merrill Lynch, Pierce, Fenner & Smith Inc. Klingensmith maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Rhode Island. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory firm that has its headquarters in New York, New York. The firm has offices in 2,958 locations and a total of 40,146 advisors. It manages $820 billion in assets between its 2,272,151 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 4,667 charities and foundations. Of its 2,272,151 accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc performs a broad set of services, including financial planning services, 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 vary depending on which services are offered. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Financial planning 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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

One Bryant Park
New York, NY 10036

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$819,825,501,997

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

40,146

NY Average: 88
Total Number of Accounts

2,272,151

NY Average: 3,892
Average Account Size

$360,815

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning 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 Klingensmith Work History

Robert has 13 years of experience.

2009 - Present (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2005 - 2009 (4 years)

Banc Of America Investment Services, Inc

Disclosures

Robert Klingensmith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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