Robert J Kaltenschnee

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

• 08/2009 → 02/2021
  Scott & Stringfellow, Llc
  Richmond, VA
• 01/2013 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 02/2021 → 12/2023
  Truist Investment Services, Inc.
  Richmond, VA
• 02/2021 → 12/2023
  Truist Advisory Services, Inc.
  Richmond, VA
• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Richmond, VA
• 01/2024 → 04/2024
  Unemployed
  Mechanicsville, VA

Previous Registrations

• 2021-02-17 → 2023-12-15
  Truist Advisory Services, Inc.
  Atlanta, GA
  Richmond, VA
  Richmond, VA
• 2013-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Richmond, VA
  Richmond, VA
  Richmond, VA
• 2009-08-25 → 2013-01-02
  Scott & Stringfellow, Llc
  Richmond, VA
  Richmond, VA
• 2008-07-30 → 2008-09-08
  Ameriprise Financial Services, Llc
  Richmond, VA
• 2008-06-09 → 2008-07-29
  Ameriprise Financial Services, Llc
  Richmond, VA

Other Businesses

I*: 2929286 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Cape Charles. VA 23310 Investment Related: No Position, Title, Association: Co-owner with non-family members Employee Start Date: 06/25/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Co-owner of rental property

Exams

• S66 Uniform Combined State Law Examination
  2008-06-07

Other Names

• Robert Jonathan Kaltenschnee