Robert Whiteside
Robert Whiteside is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Annapolis, MD, with 30 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
1 Park Pl, Annapolis, MD, 21401
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an inactive owner of Clients 4 Life Insurance & Financial Services (owned by spouse) and receives life & disability insurance residuals. He also co-owns a condo and rental property, dedicating minimal time to property management.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Navy Federal Investment Services, LLC
Navy Federal Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
LPL Financial LLCBroker
Independent Financial Partners
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Linsco/private Ledger CORP.Broker
Guardian Investor Services CorporationBroker
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.