Robert Gary Rickles

Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2004 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alpharetta, GA
• 06/2011 → 09/2025
  Bank Of America N.A.
  Atlanta, GA
• 09/2025 → Present
  Openarc Corporate Advisory, Llc
  Atlanta, GA

Previous Registrations

• 2004-07-15 → 2025-09-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Alpharetta, GA
  Alpharetta, GA
  New York, NY
  Alpharetta, GA
• 2002-01-02 → 2003-06-23
  Northern Trust Retirement Consulting Llc
  Atlanta, GA

Other Businesses

I*70197 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JEWISH EDUCATIONAL LOAN FUND, INC. INVESTMENT RELATED: N ADDRESS OF BUSINESS: 4549 CHAMBLEE DUNWOODY ROAD, ATLANTA, GEORGIA 30338 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: OFFICER, START DATE OF RELATIONSHIP: 1/1/2016 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 2 DUTIES: IMMEDIATE PAST PRESIDENT OF THE VOLUNTEER BOARD. MY ROLE IS TO SUPPORT THE ORGANIZATION THROUGH VOLUNTEER RECRUITMENT AND RETENTION.

Exams

• S66 Uniform Combined State Law Examination
  2004-10-15