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Anthony Robinson

26 Years of Experience
Pennington, NJ
Broker

Anthony Robinson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Pennington, NJ, with 26 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

1100-1800 American Blvd, Retirement & Personal Wealth Solutions, Pennington, NJ, 08534

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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

Anthony is the president of the Sweetwater Home Owners Association since 2022. He dedicates a few hours per week to this non-investment related activity, sharing responsibilities with other committee members.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2022 - Present · 4 yrs 4 mos
Previous Registrations
Edward Jones
October 2020 - April 2022 · 1 yr 6 mos
Edward JonesBroker
October 2020 - April 2022 · 1 yr 6 mos
E*trade Capital Management, LLC
April 2009 - November 2019 · 10 yrs 7 mos
E*trade Securities LLCBroker
March 2006 - November 2019 · 13 yrs 8 mos
Wm Financial Services, INC.Broker
September 2005 - February 2006 · 5 mos
Chase Investment Services CORP.Broker
December 2004 - May 2005 · 5 mos
MML Investors Services, INC.Broker
September 2001 - September 2003 · 2 yrs
Fas Wealth Management Services, INC.Broker
May 2000 - September 2001 · 1 yr 4 mos
Cantella & CO., INC.Broker
October 1999 - May 2000 · 7 mos
Fas Wealth Management Services, INC.Broker
May 1999 - September 1999 · 4 mos
E. C. Capital, LTD.Broker
February 1998 - September 1998 · 7 mos
Foster Jeffries Securities, LLCBroker
September 1997 - February 1998 · 5 mos
Iar Securities CORP.Broker
April 1997 - September 1997 · 5 mos
Investors Associates, INC.Broker
December 1996 - June 1997 · 6 mos
Investors Associates, INC.Broker
September 1996 - November 1996 · 2 mos
Danallen Investment Group, INC.Broker
July 1996 - September 1996 · 2 mos
Landmark International EquitiesBroker
December 1995 - July 1996 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Anthony Robinson - Financial Advisor | TrueAdvisor