Robyn N Tumminia

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

• 05/2000 → Present
  Merrill Lynch, Pierce, Fenner & Smith, Inc.
  Westfield, NJ

Other Businesses

I*83592FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: J T INVESTMENT RELATED: NADDRESS OF BUSINESS:MORRIS PLAINS, NEW JERSEY 7950NATURE OF BUSINESS: OTHER,RENTAL; PROPERTYPOSITION, TITLE, ASSOCIATION: OTHER, SPOUSESTART DATE OF RELATIONSHIP: 4/1/2008NUMBER OF HOURS DEVOTED: 1 HOUR(S) ANNUALLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0DUTIES: RENTAL PROPERTY I*5032267, Entity Type: , Name of OBA: L A. S, Address: Kinnelon, New Jersey, 07405, Investment Related: N, Position, Title, Association: Administrator, Employee Start Date: 07/10/2026, No Hours: 50 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2003-06-07

Other Names

• Robyn N Shepard