Robert DolceCRD Number: 6983111
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Robert Dolce (CRD# 6983111) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsburgh, PA and has over 2 years of experience in the finance industry.
Cetera Advisor Networks LLC
Centauri Advisory Group, Inc.
Avantax Advisory Services
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pittsburgh, PA||Mar 2019 - Current||3|
|Unemployed||Pittsburgh, PA||Jan 2019 - Mar 2019||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Pittsburgh, PA||Jul 2018 - Jan 2019||< 1|
|Unemployed||Pittsburgh, PA||Apr 2018 - Jul 2018||< 1|
|University Of Pittsburgh||Pittsburgh, PA||Aug 2014 - Apr 2018||3|
|Unemployed||Yardley, PA||May 2014 - Aug 2014||< 1|
|Holy Ghost Preparatory School||Bensalem, PA||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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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