Robert Duffy Dunn

Employer firm

Servatus Capital CRD 311428

$110M regulatory AUM 32 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 10/2015 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, MO
• 07/2007 → 10/2021
  Bank Of America Merrill Lynch
  St Louis, MO
• 10/2021 → 09/2023
  Pure Strike Capital
  St Louis, MO
• 09/2023 → Present
  Servatus Capital
  Naples, FL

Previous Registrations

• 2021-12-20 → 2023-09-18
  Pure Strike Capital, Llc
  St Louis, MO
• 2015-12-23 → 2021-10-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, MO
• 2007-08-17 → 2009-03-26
  Banc Of America Investment Services, Inc.
  Clayton, MO
  Chesterfield, MO

Exams

• S66 Uniform Combined State Law Examination
  2015-12-22

Designations

• Certified Financial Planner

Other Names

• Robert D Dunn