Robert Matthew Duerre

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2017-09-21
TX	RA	APPROVED	2017-09-21

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
E*Trade Securities Inc	Alpharetta	GA	06/1999	07/2017
E*Trade Capital Management Llc	Alpharetta	GA	05/2009	07/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Marietta	GA	09/2017	Present
Bank Of America, N.A.	Marietta	GA	09/2017	Present

06/1999 → 07/2017

E*Trade Securities Inc

Alpharetta, GA
05/2009 → 07/2017

E*Trade Capital Management Llc

Alpharetta, GA
09/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Marietta, GA
09/2017 → Present

Bank Of America, N.A.

Marietta, GA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-05-26
S65	Uniform Investment Adviser Law Examination	2002-02-20
S63	Uniform Securities Agent State Law Examination	1999-10-01

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