Robert C Ziegler

$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:

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2017-02-21
TX	RA	APPROVED	2017-02-21

Branch Locations

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

Organization	City	State	From	To
Sanford C. Bernstein & Co., Llc	Charlotte	NC	01/2012	02/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Charlotte	NC	02/2017	Present
Bank Of America, N.A	Charlotte	NC	04/2017	Present

01/2012 → 02/2017

Sanford C. Bernstein & Co., Llc

Charlotte, NC
02/2017 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Charlotte, NC
04/2017 → Present

Bank Of America, N.A

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-02-04
S63	Uniform Securities Agent State Law Examination	1998-07-27

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