Robert CodyCRD Number: 6032859
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Robert Cody (CRD# 6032859) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 6 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Columbia, MD||Feb 2015 - Current||3|
|Bank Of America, N.a.||Columbia, MD||Feb 2015 - Current||3|
|Unemployed||Timonium, MD||Dec 2014 - Feb 2015||< 1|
|Morgan Stanley||Lutherville, MD||Oct 2013 - Dec 2014||1|
|Pfs Investments Inc.||York, PA||Mar 2012 - Oct 2013||1|
|Primerica Financial Services||York, PA||Mar 2011 - Oct 2013||2|
|York College Of Pennsylvania||York, PA||Aug 2005 - May 2013||7|
|Express Employment Professionals||York, PA||Nov 2012 - Mar 2013||< 1|
|Olive Garden Italian Restaurant||York, PA||Sep 2009 - Apr 2012||2|
|York Suburban High School||York, PA||Aug 2005 - Sep 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S65||NASAA Investment Advisors Law Examination||May 2012|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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