Robert Cody, financial advisor Hunt Valley MD
90 score

Robert Cody

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbia, MD Feb 2015 - Current 1
Bank Of America, N.a. Columbia, MD Feb 2015 - Current 1
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
Contact Info for Robert A. Cody
Phone Number: 800-637-7455
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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