Robert Bennett
Robert Bennett is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Palm Beach, FL, with 36 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
249 Royal Palm Way, Palm Beach, FL, 33480
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Regulatory History (1)
Customer Dispute
October 2009Other Business Activities
Robert is a member of the board of directors for the Harbour Isles Homeowners Association since 2007. He also works as a coach and public speaker for the Maxwell-Bennett Leadership Institute, dedicating about 10-20% of his time, and is a trustee for two trusts related to inherited oil and gas mineral interests, spending minimal time on each.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Fsc Securities CorporationBroker
Maple Leaf Securities, INC.Broker
Maple Leaf Securities, INC.Broker
State Registrations14 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.