RB
RB

Robert Boykoff

39 Years of Experience
New York, NY
2 DisclosuresBroker

Robert Boykoff is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New York, NY, with 39 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.

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Location

225 Liberty St, New York, NY, 10281

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History

Regulatory History (2)
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.
Customer Dispute
April 2009
Settled
Customer Dispute
May 2008
Settled
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1998 - Present · 28 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1997 - Present · 29 yrs
Previous Registrations
Artemis Capital Group, INC.Broker
May 1995 - February 1997 · 1 yr 9 mos
Tucker Anthony IncorporatedBroker
June 1991 - March 1995 · 3 yrs 9 mos
Cowen & CO.Broker
October 1989 - June 1991 · 1 yr 8 mos
Oppenheimer & CO., INC.Broker
June 1988 - October 1989 · 1 yr 4 mos
Citicorp Securities Markets, INC.Broker
December 1985 - February 1988 · 2 yrs 2 mos
State Registrations14 states
AZCACTDCDEFLMANCNJNYPATXVTWA
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.