Robert Self, financial advisor Webster Groves MO
90 score

Robert Self

CRD Number: 6099132
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Robert Self (CRD# 6099132) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Webster Groves, MO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Webster Groves, MO Nov 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Webster Groves, MO Oct 2014 - Current 2
Morgan Stanley Clayton, MO Apr 2013 - Oct 2014 1
Park Avenue Securities St Louis, MO Aug 2012 - Apr 2013 < 1
Guardian Life Insurance Company Saint Louis, MO Jul 2012 - Apr 2013 < 1
University Of Missouri Columbia, MO Aug 2011 - Jul 2012 < 1
Topsider Night Club Lake Ozark, MO May 2011 - Aug 2011 < 1
University Of Missouri Columbia, MO Aug 2010 - May 2011 < 1
Topsider Night Club Lake Ozark, MO May 2010 - Aug 2010 < 1
University Of Missouri Columbia, MO Aug 2007 - May 2010 2
Broadmoore Saint Louis, MO May 2007 - Aug 2007 < 1
Parkway South High School Saint Louis, MO Aug 2006 - May 2007 < 1
Broadmoore Saint Louis, MO May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
S63 Uniform Securities State Law Examination Jan 2013
Contact Info for Robert R. Self
Phone Number: 800-637-7455
Registered State(s):
  • MO
  • 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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