Robert Bestwick
Robert Bestwick is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New York, NY, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
One Bryant Park, Pbig - Ny Midtown, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is involved with several family-held LLCs and investment vehicles, including Walkers Point Property Investments LLC, S Bestwick Partners LLC, Tuckerton Court LLC, R Bestwick Investments LLC, Walkers Point Partners LLC, and R B Investments LLC. He dedicates minimal time to each of these ventures, primarily related to managing family investments and holding companies.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
Wm Sword & CO. IncorporatedBroker
State Registrations53 states
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