T.
Robertson

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#4466095
Investment Advisor
in Columbus, OH

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About this Advisor

T. Robertson is a chartered financial consultant working out of Columbus, Ohio with a total of 2 years of industry experience. Robertson is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. Robertson has gained experience at Fifth Third Bank, Fifth Third Securities, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Robertson has Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to serve investors in Ohio and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is an advisory business operating out of New York, NY. It has offices in 3,372 locations and a total of 36,687 financial advisors. It administers $1 trillion in assets among its 2,864,234 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 4,459 charitable organizations. Of its 2,864,234 customer accounts, 23% are associated with high-net-worth clients who have more than $1 million in investable assets. The business has a number of services, such as 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 fees vary depending on the services. However, fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years Registered*

2 years

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

8890 Lyra Dr
Columbus, OH 43240

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

OH Average: 88
Total Number of Accounts

2,864,234

OH Average: 3,892
Average Account Size

$381,844

OH 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

T. Robertson Work History

T. has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - Present (3 years)

Bank Of America, N.A

2002 - 2021 (19 years)

Fifth Third Bank

2002 - 2021 (19 years)

Fifth Third Securities

*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 T. Robertson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Chevy Chase, MD
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Oak Brook, IL
Christopher Vasquez
Austin, TX
Suzana Markasevic
New York, NY
Richard Buckley
Franklin, MA
Louise Burke
Washington, DC

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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