RB
RB

Robert Blommel

33 Years of Experience
Miamisburg, OH
Broker

Robert Blommel is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Miamisburg, OH, with 33 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

10100 Innovation Dr, Miamisburg, OH, 45342

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Robert is a finance committee member for Miami Valley Child Development Corporation, which is responsible for Head Start programs. He dedicates minimal time to this role, reviewing financial performance and making recommendations to the board.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2018 - Present · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2018 - Present · 7 yrs 7 mos
Previous Registrations
Sanctuary Advisors, LLC
December 2018 - December 2018 · 0 mos
David A. Noyes & CompanyBroker
December 2018 - December 2018 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 1999 - December 2018 · 19 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1995 - December 2018 · 23 yrs 5 mos
Dean Witter Reynolds INC.Broker
April 1994 - August 1995 · 1 yr 4 mos
Banc One Brokerage CorporationBroker
May 1988 - August 1989 · 1 yr 3 mos
State Registrations32 states
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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.
Robert Blommel - Financial Advisor | TrueAdvisor