Robert Edward Weiss

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

• 12/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
• 12/2009 → Present
  Bank Of America, N.A.
  Tampa, FL

Other Businesses

I*99738 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: FLORENCE CAPITAL LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: TAMPA, FLORIDA 33609 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OTHER, MANAGING MEMBER START DATE OF RELATIONSHIP: 10/31/2016 NUMBER OF HOURS DEVOTED: 1 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: TO MANAGE AND HOLD MY PERSONAL/FAMILY INVESTMENT ACCOUNT

Exams

• S66 Uniform Combined State Law Examination
  2005-06-09