RC
RC

Robert Chanpong

25 Years of Experience
Pasadena, CA
Broker

Robert Chanpong is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Pasadena, CA, with 25 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

800 E Colorado Blvd, Pasadena, CA, 91101

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 →
Other Business Activities

Robert is involved in a family business in Thailand, assisting with communications related to land development and providing loans, dedicating a few hours per week. Robert also owns a rental house in Pasadena, California, spending a few hours per week on it.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2001 - Present · 25 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2000 - Present · 25 yrs 8 mos
State Registrations24 states
AKARAZCACOCTDCFLIDLAMAMIMNMSNCNVNYOHORPATXUTWAWI
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 Chanpong - Financial Advisor | TrueAdvisor