RG
RG

Robert Greisinger

14 Years of Experience
Alpharetta, GA
1 DisclosureBroker

Robert Greisinger is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Alpharetta, GA, with 14 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

10000 Avalon Blvd, Alpharetta, GA, 30009

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History

Regulatory History (1)
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Criminal
May 2009
Final Disposition
Other Business Activities

Robert is the Vice President and a board member of the Atlanta Area Appalachian State Alumni Chapter. He spends a full-time amount of time weekly driving chapter engagement, event attendance, and participating in local volunteer efforts.

Employment History
Current Registrations
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - May 2021 · 2 yrs 10 mos
Strategic Advisers LLC
October 2013 - July 2018 · 4 yrs 9 mos
Fidelity Brokerage Services LLCBroker
August 2012 - May 2021 · 8 yrs 9 mos
E*trade Securities LLCBroker
September 2011 - August 2012 · 11 mos
State Registrations26 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.