RB
RB

Robert Bendock

27 Years of Experience
New York, NY
Broker

Robert Bendock is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New York, NY, with 27 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.

Loading...

Location

One Bryant Park, New York, NY, 10036

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2025 - Present · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Guggenheim Securities, LLCBroker
September 2020 - October 2021 · 1 yr 1 mo
Eab Investment Group, LLC
August 2018 - September 2020 · 2 yrs 1 mo
Eab Investment Group, LLC
June 2016 - December 2017 · 1 yr 6 mos
Srt Securities LLCBroker
September 2015 - September 2020 · 5 yrs
Wells Fargo Securities, LLCBroker
March 2012 - July 2014 · 2 yrs 4 mos
Barclays Capital INC.Broker
September 2008 - November 2011 · 3 yrs 2 mos
Lehman Brothers INC.Broker
May 2003 - September 2008 · 5 yrs 4 mos
UBS Warburg LLCBroker
June 1998 - April 2003 · 4 yrs 10 mos
Sbc Warburg Dillon Read INC.Broker
September 1997 - June 1998 · 9 mos
Sbc Warburg, INC.Broker
March 1997 - September 1997 · 6 mos
Nichols, Safina, Lerner & CO. INC.Broker
January 1996 - March 1997 · 1 yr 2 mos
Tullett & Tokyo Securities, INC.Broker
May 1994 - January 1996 · 1 yr 8 mos
State Registrations14 states
CACTDCDEFLMAMDNHNJNYPARITXVA
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 Bendock - Financial Advisor | TrueAdvisor