Kevin Robertson
Kevin Robertson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Portland, OR, with 35 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
1211 SW 5th Ave, Portland, OR, 97204
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2001Other Business Activities
Kevin owns personal rental property and spends minimal time on it. He also has a tenants-in-common account with his brother for car restoration projects, dedicating minimal time annually, and is a committee member for the Lake Oswego Schools Foundation Endowment, spending minimal time per month.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Piper Jaffray & CO.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
State Registrations28 states
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.