Robert Van OstenbridgeCRD Number: 4556856
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Robert Van Ostenbridge (CRD# 4556856) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Madison, CT and has over 15 years of experience in the finance industry.
Springboard Asset Management LLC
Sagepoint Financial, Inc.
Halsey Associates Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Madison, CT||Dec 2007 - Current||10|
|Citigroup Global Markets Inc.||Guilford, CT||Jun 2002 - Dec 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S65||NASAA Investment Advisors Law Examination||Sep 2002|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- 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)