Robert Schuldt
Robert Schuldt is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Lisle, IL, with 31 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
3333 Warrenville Rd, Lisle, IL, 60532
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2005Customer Dispute
July 2002Customer Dispute
June 2001Other Business Activities
Robert is an advisory board member for Moody Bible Institute, a charitable organization, since 2019. He dedicates minimal time to this role, serving as one of approximately 13 trustee board members overseeing the school's operation.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Rodman & Renshaw INC.Broker
State Registrations36 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.