Robert Luther, financial advisor The Villages FL

Robert Luther

CRD Number: 4572361
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Robert Luther (CRD# 4572361) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Villages, FL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America,na The Villages, FL Dec 2009 - Current 14
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Orlando, FL Jun 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Nov 2002
Contact Info for Robert A. Luther
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, WY

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