Robert SchwenkCRD Number: 5045764
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Robert Schwenk (CRD# 5045764) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Florham Park, NJ and has over 15 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Hightower Advisors, LLC
|Bank Of America, N.a.||Wayne, NJ||Jul 2011 - Current||10|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Wayne, NJ||May 2011 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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