Robert Mcgreen
Robert Mcgreen is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Providence, RI, with 38 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
1 Financial Plaza, Providence, RI, 02903
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2001Other Business Activities
Robert is a passive owner of Thorp's Wine and Spirits, an S-Corp, with his wife managing the day-to-day operations, requiring minimal time. He and his wife also own a residential condo in Florida that they intend to rent out occasionally, requiring minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Advest, INC.
Advest, INC.Broker
Dean Witter Reynolds INC.Broker
Citizens Investment Securities, INC.Broker
Corelink Financial, INC.Broker
440 Financial Distributors, INC.Broker
Allmerica Investments, INC.Broker
Tucker Anthony IncorporatedBroker
Lehman Brothers INC.Broker
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.