Robert Charles Kochakian

Current Employers

Employment History

• 05/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Andover, MA
• 10/2016 → Present
  Bank Of America, N.A.
  Andover, MA

Other Businesses

I*96403FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATIONNAME OF OUTSIDE BUSINESS ORGANIZATION: POAINVESTMENT RELATED: NADDRESS OF BUSINESS:MEDFORD, MASSACHUSETTS 02155NATURE OF BUSINESS: OTHER,POAPOSITION, TITLE, ASSOCIATION: FIDUCIARY, START DATE OF RELATIONSHIP: 42594NUMBER OF HOURS DEVOTED: 4 HOUR(S) QUARTERLYNUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2DUTIES: THIS IS A FAMILY MEMBER ACCOUNT (IN LAWS) WHERE THEY REQUEST I ACT AS POWER OF ATTORNEY.I*2186257, Entity Type: Entity Charitable, Name of OBA: St. Gregory's Armenian Church, Address: North Andover , Massachusetts, 01845, Investment Related: Y, Position, Title, Association: Committee, Employee State Date: 02/09/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Member of the Investment Committee for the Church Endowment. My specific role on this board is to assist with defining, monitoring, and recommending changes to the endowment fund investment strategy. Requires meeting quarterly with the committee to review the current asset allocation of the endowment's assets, provide insight with respect to current economic and market conditions and suggest respective changes. I*3658267 Entity Type: Fiduciary role Name of OBA: C R K DCSD TTEE U/A DTD 06/23/1999 Address: Andover, Massachusetts Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 03/01/2026 Number of Hours: 10, Yearly Number of Hours during trading: 0 Duties: Parents I*4105280 Entity Type: Fiduciary role Name of OBA: C. R K. LIVING REV TRUST R. C K. TTEE U/A DTD 06/23/1999 Address: SALEM, New Hampshire, 3079 Investment Related: No Position, Title, Association: Successor Trustee Employee Start Date: 04/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: Successor Trustee/Parents

Exams

• S66 Uniform Combined State Law Examination
  2016-08-11
• S63 Uniform Securities Agent State Law Examination
  2005-06-27

Other Names

• Robert C Kochakian