Robine
Philmon

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#3217080
Investment Advisor
in New York, NY
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About this Advisor

Robine Philmon is an advisor whose office is in New York, New York. Currently an investment advisor at Merrill Lynch, Pierce, Fenner & Smith Inc, they have accumulated 20 years of professional experience in the financial advisory industry. Philmon holds Series 63 and Series 66 licenses, designating them as a securities broker. Philmon is able to advise investors based out of Georgia and Texas. Philmon has worked their whole career at Merrill Lynch, Pierce, Fenner & Smith Inc. Merrill Lynch, Pierce, Fenner & Smith Inc is based out of New York, New York, and has 2,958 additional offices across the United States. In total, Merrill Lynch, Pierce, Fenner & Smith Inc manages $820 billion in assets across 2,272,151 accounts and retains more than 40,146 people. The amount of assets the firm manages places it among the largest financial advisory firms in the United States. The firm manages 755,507 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Merrill Lynch, Pierce, Fenner & Smith Inc can provide 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. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

20 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

$797,284,337,467

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

41,217

NY Average: 88
Total Number of Accounts

2,472,247

NY Average: 3,892
Average Account Size

$322,494

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

Robine Philmon Work History

Robine has 20 years of experience.

1998 - Present (21 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Robine Philmon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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