Robert Barcelona, financial advisor Grand Rapids MI
95 score

Robert Barcelona

CRD Number: 6303067
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Compensation Model: Both

Rob has been a part of the MTJR Group since it's establishment in 2017, having worked at Merrill Lynch since 2014. Rob has experience providing first class service to clients along with connecting people to the right resources and custom strategies. Prior to joining the team he worked for JPMorgan Chase Bank as a Relationship and Small Business Banker in Grand Rapids and Ann Arbor since 2010. Community development and education have been the foundation for his personal life and work career. Rob is a member of the University Club of Grand Rapids and The Young Alumni Council at Grand Valley State University, Rob is dedicated to the further development and vitality of Grand Rapids. He holds a Series 6, 7, 63 and 65 FINRA registrations. In his free time Rob enjoys running, cycling, and Michigan Football along with being a strong supporter of the craft brewing industry in West Michigan.

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Company Name Location Dates Years
Bank Of America N.a. Grand Rapids, MI Dec 2014 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids, MI Oct 2014 - Current 3
Jpmorgan Securities LLC Ann Arbor, MI Feb 2014 - Oct 2014 < 1
Jpmorgan Chase Bank Ann Arbor, MI Dec 2010 - Oct 2014 3
Grand Valley State University Allendale, MI Jul 2010 - Dec 2010 < 1
Great Harvest Bread Company Northville, MI May 2009 - Jul 2010 1
University Of Michigan Dearborn, MI May 2008 - May 2009 1
Edwards Cafe And Catering Northville, MI Oct 2003 - May 2008 4
Exam Code Name Passed Date
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Mar 2014
S63 Uniform Securities State Law Examination Mar 2014
S7 General Securities Representative Examination (GS) Dec 2014
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Robert A. Barcelona
Phone Number:
Registered State(s):
  • MI
  • TX
  • AK
  • AZ
  • AR
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • IN
  • KY
  • ME
  • MD
  • MA
  • MN
  • MS
  • MO
  • NV
  • NJ
  • NY
  • NC
  • OH
  • OR
  • RI
  • VA
  • WA
  • WV
  • WI
  • WY
By the Numbers
  • Total Assets Under Management
    639,574
    MILLIONS
  • Total Number of Accounts
    1,831,494
    ACCOUNTS
  • Average Account Value
    $349,209
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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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BADGES
95
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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