Merrill Lynch, Pierce, Fenner & Smith Inc

Investment Advisor
in Burlington, WI

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About this Advisor

Robert Bailey is a financial advisor operating out of Burlington, Wisconsin with 1 year of industry experience. Bailey currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Randstad, Ajilon, Outbound Engine, Nestle Usa, Northwestern Mutual Investment Services LLC, Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Bailey holds Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to serve investors in Texas and Wisconsin. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm based out of New York, NY. It has offices in 3,372 locations and a total of 36,687 people on staff. It has $1 trillion in assets between its 2,864,234 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are held by high-net-worth investors who have greater than $1 million in assets. The firm offers a diverse set 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. Fees charged by financial advisors vary depending on which service is offered. However, fees billed by Merrill Lynch, Pierce, Fenner & Smith Inc may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

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

2600 Browns Lake Dr
Burlington, WI 53105

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management


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


WI Average: 88
Total Number of Accounts


WI Average: 3,892
Average Account Size


WI 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

Robert Bailey Work History

Robert has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2022 - Present (2 years)

Bank Of America, N.A

2019 - 2022 (3 years)

Edward Jones

2017 - 2017 (< 1 year)


2017 - 2019 (2 years)

Northwestern Mutual Investment Services LLC

2016 - 2017 (1 year)


2016 - 2016 (< 1 year)


2016 - 2016 (< 1 year)

Outbound Engine

2010 - 2016 (6 years)

Nestle Usa

*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.


Please visit the SEC profile of Robert Bailey 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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Seann Courtney
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Adam Runyan
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Cheryl Blair
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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

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

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