Robert Dyer
Robert Dyer is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Greenwich, CT, 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
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
2 Pickwick Plz, Pbig - Greenwich, Greenwich, CT, 06830
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2008Customer Dispute
February 2001Other Business Activities
Robert is a committee member for Sacred Heart Greenwich, a charitable organization, dedicating minimal time. He is also a member of Clancy Flamingo LLC and a general partner/managing member of Colgan Mountain LLC, a rental property owner, dedicating minimal time to each.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Lehman Brothers INC.
Lehman Brothers INC.Broker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
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.