RG
RG

Robert Greisinger

43 Years of Experience
Alpharetta, GA
1 DisclosureBroker

Robert Greisinger is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Alpharetta, GA, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

Loading...

Location

10000 Avalon Blvd, Alpharetta, GA, 30009

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 1986
Final
Other Business Activities

Robert serves as a co-trustee for multiple trusts: R G G P co trustees C G, R G, G P co trustees T G, and R G G P co ttee M D. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - Present · 16 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
Banc of America Investment Services, INC.
January 2009 - October 2009 · 9 mos
Banc of America Investment Services, INC.Broker
January 2009 - October 2009 · 9 mos
Banc of America Investment Services, INC.
January 2009 - January 2009 · 0 mos
Wachovia Securities, LLC
April 2003 - January 2009 · 5 yrs 9 mos
Wachovia Securities, LLCBroker
August 2002 - January 2009 · 6 yrs 5 mos
Prudential Securities IncorporatedBroker
June 1997 - August 2002 · 5 yrs 2 mos
Smith Barney INC.Broker
July 1993 - June 1997 · 3 yrs 11 mos
Lehman Brothers INC.Broker
November 1990 - July 1993 · 2 yrs 8 mos
R a F Financial CorporationBroker
January 1987 - November 1990 · 3 yrs 10 mos
J. W. Gant & Associates, INC.Broker
January 1987 - February 1987 · 1 mo
Michelin and Company, INC.Broker
February 1985 - January 1987 · 1 yr 11 mos
First Jersey Securities, INC.Broker
August 1982 - March 1985 · 2 yrs 7 mos
State Registrations28 states
ALAZCACOCTDCDEFLGAILKYMAMDMNMSNCNJNMOHPASCTNTXUTVAVTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.