Robert Rakossy
Robert Rakossy is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Chandler, AZ, with 16 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
2555-2595 W Chandler Blvd, Ci Client Management, Chandler, AZ, 85224
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert co-owns Bosc-Rak Investments, LLC, a real estate property, and is the Mission and Advocacy Chair for P.C Action Network, a charity organization, dedicating minimal time to each. He also owns three franchises of The Alternative Press of East Brunswick, Milltown and Spotswood, operating them as a CEO and dedicating minimal time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Sg Cowen Securities CorporationBroker
Itg INC.Broker
Lehman Brothers INC.Broker
Painewebber IncorporatedBroker
State Registrations53 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.