Robyn Roberts
Robyn Roberts is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Mobile, AL, with 1 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
3674 Dauphin St, Mobile, AL, 36608
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Regulatory History (1)
Financial
May 2022Other Business Activities
Robyn is a signer on the business checking account for her husband's small business, Black Dog Garage LLC, since 2019. She dedicates minimal time to this activity, which is not investment-related.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations8 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.