Robin Lopez

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Visalia, CA
• 02/2017 → 12/2021
  Kentfield Hosptial
  San Francisco, CA
• 10/2020 → 12/2021
  H&R Block
  Visalia, CA
• 06/2015 → 02/2017
  Homemaker
  San Francisco, CA
• 05/2019 → 11/2021
  Bluemercury
  San Francisco,, CA
• 01/2019 → 12/2020
  Tfc Partners
  San Francisco, CA
• 06/2018 → 12/2018
  Livenation
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-02-03

Other Names

• Robin A Smith
• Robin Ann Smith