Robert Fitzgerald Alcan

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

• 05/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 09/2011 → Present
  Bank Of America, N.A.
  Hunt Valley, MD

Previous Registrations

• 2008-09-04 → 2009-09-02
  Truist Investment Services, Inc.
  Dundalk, MD
  Baltimore, MD
  Baltimore, MD
  Baltimore, MD
  Baltimore, MD
• 2003-09-04 → 2007-03-23
  Uvest Financial Services Group, Inc.
  Columbia, MD
  Columbia, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-08-11
• S63 Uniform Securities Agent State Law Examination
  2002-04-23

Other Names

• Bob Alcan