Robert
Macdonald

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#2388467
Investment Advisor
in Hendersonville, NC

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About this Advisor

Robert Macdonald is a certified financial planner who works out of Hendersonville, North Carolina, who has been in the financial industry for 11 years. Macdonald is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, Macdonald has worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Macdonald holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to work in North Carolina and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business that has its headquarters in Hendersonville, North Carolina. It has offices in 3,270 locations and a total of 36,383 people on staff. It manages $962 billion in total assets between its 2,529,169 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 4,927 charitable organizations. Of its 2,529,169 customer accounts, just 7% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc offers a number 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. Financial management fee schedules largely depend on which service is provided. Fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc may include any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

11 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

707 N Main St
Hendersonville, NC 28792

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$962,052,205,321

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

36,383

NC Average: 88
Total Number of Accounts

2,529,169

NC Average: 3,892
Average Account Size

$380,383

NC 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 Macdonald Work History

Robert has 11 years of experience.

2011 - Present (10 years)

Bank Of America, N.A

2009 - Present (12 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Robert Macdonald has no disclosures.

Please visit their SEC profile for more details.

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Jacob Church
Henderson, NV
Ryan Harrison
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Aniello Iazzetta
Concord, CA
Chor-Shing Chan
New York, NY
Jeffrey Petersen
Vero Beach, FL
Michael Mason
Holly Springs, NC
Rayan Hamze
Chandler, AZ

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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