Robert Scott Charland

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-01-30
CT	RA	APPROVED	2020-01-21

TX RA
APPROVED

Since 2020-01-30
CT RA
APPROVED

Since 2020-01-21

Branch Locations

45 William St, Wellesley Hills, MA 02481 • United States

25 Burlington Mall Rd Workplace Benefits, Burlington, MA 01803 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	07/2014	Present

07/2014 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

Other Businesses

I*2124283, Entity Type: Fiduciary, Name of OBA: MGC, Address: West Palm Beach, Florida, 33401, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 11/26/2024, No Hours: 2 Weekly, No Hours during Trading: 0 Weekly, Duties:

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-01-17
S63	Uniform Securities Agent State Law Examination	1997-02-05

S65 Uniform Investment Adviser Law Examination

2020-01-17
S63 Uniform Securities Agent State Law Examination

1997-02-05

View on SEC IAPD

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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