Robin Ely, financial advisor Ridgefield CT
93 score

Robin Ely

CRD Number: 1030159
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Robin Ely (CRD# 1030159) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgefield, CT and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a Ridgefield, CT Oct 2012 - Current 4
Merrill Lynch, Pierce, Fenner And Smith Incorporated Ridgefield, CT Jun 2012 - Current 4
Morgan Stanley Smith Barney Ridgefield, CT Oct 2011 - Jun 2012 < 1
Weeden & Companyl.p. New York, NY Dec 1987 - Aug 2011 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Robin M. Ely
Phone Number: 800-637-7455
Registered State(s):
  • CT
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
93
Clean Record
This advisor has a clean track record with regulators.

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