Robert Britschgi
CRD Number: 7323376Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Robert Britschgi (CRD# 7323376) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Gold River, CA and has 1 year of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Auburn, CA | Feb 2022 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Auburn, CA | Dec 2020 - Current | 3 |
| Safe Credit Union | Rancho Cordova, CA | Jun 2019 - Dec 2020 | 1 |
| In-n-out Burger | Folsom, CA | Dec 2017 - Jun 2019 | 1 |
| Dutch Bros | Fair Oaks, CA | Aug 2015 - Jun 2018 | 2 |
| Black Bear Diner | Citrus Heights, CA | Jan 2017 - May 2017 | < 1 |
| Taco Bell | Fair Oaks, CA | Apr 2015 - Aug 2015 | < 1 |
| American River College | Carmichael, CA | Aug 2014 - Apr 2015 | < 1 |
| Jc Penny | Citrus Heights, CA | Oct 2013 - Aug 2014 | < 1 |
| Bella Vista High School | Fair Oaks, CA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CA
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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