Robert Rijo is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New York, NY, 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.

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Location

One Bryant Park, New York, NY, 10036

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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

Robert is an artist and painter as a hobby since 2019. He spends minimal time on this activity and wants to disclose it in case someone is interested in purchasing his art.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2016 - Present · 10 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2016 - Present · 10 yrs 2 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - June 2016 · 7 yrs
Morgan Stanley
June 2009 - June 2016 · 7 yrs
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Bear, Stearns & CO. INC.Broker
September 2003 - May 2008 · 4 yrs 8 mos
Bear, Stearns & CO. INC.
September 2003 - December 2004 · 1 yr 3 mos
Oppenheimer & CO. INC.Broker
January 2003 - September 2003 · 8 mos
Cibc World Markets CORP.Broker
November 2000 - January 2003 · 2 yrs 2 mos
State Registrations27 states
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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.