Robert
Hopkins-Knight

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#7499978
Investment Advisor
in Fort Worth, TX

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About this Advisor

Robert Hopkins-Knight is a financial advisor based in Fort Worth, Texas, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Robert has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, U.S. Government, Small Business Administration, Blue Raven Solar, Bbva, American Furniture Warehouse, Adams 12 Assistant Crew Lead, Fuji Bistro, Jackson Creek Chinese Restaurant, Kum & Go Gas, Part Time Education And Traveling, Extended Travel, University Of Colorado, and Tim The Tool Man. Robert has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Robert is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Fort Worth, Texas. 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

301 Commerce St
Fort Worth, TX 76102

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,271,593,679,276

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

34,934

TX Average: 88
Total Number of Accounts

2,911,578

TX Average: 3,892
Average Account Size

$436,737

TX 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 Hopkins-Knight Work History

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - Present (2 years)

Bank Of America

2020 - 2022 (2 years)

U.S. Government, Small Business Administration

2020 - 2020 (< 1 year)

Blue Raven Solar

2019 - 2020 (1 year)

Bbva

2018 - 2018 (< 1 year)

American Furniture Warehouse

2018 - 2018 (< 1 year)

Adams 12 Assistant Crew Lead

2017 - 2018 (1 year)

Fuji Bistro

2017 - 2017 (< 1 year)

Jackson Creek Chinese Restaurant

2017 - 2017 (< 1 year)

Kum & Go Gas

2016 - 2017 (1 year)

Part Time Education And Traveling

2016 - 2016 (< 1 year)

Extended Travel

2016 - 2016 (< 1 year)

Extended Travel

2014 - 2016 (2 years)

University Of Colorado

2010 - 2014 (4 years)

Tim The Tool Man

Disclosures

Please visit the SEC profile of Robert Hopkins-Knight 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
Jordan Smith
Hunt Valley, MD
Jonathan Yocum
Saint Paul, MN
Sarah Riedel
Auburn Hills, MI
Kounian Ding
Bethesda, MD
Nicholas Crippen
Leawood, KS
Joshua Leu
Pasadena, CA
Armando Flores
Dallas, TX

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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