Robert J Insana

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

• 06/2020 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 02/2016 → 08/2018
  Boys And Girls Club Cumberland
  Cumberland, RI
• 05/2019 → 05/2020
  Dicks Sporting Goods
  Warwick, RI
• 09/2017 → 06/2019
  West Bay Ymca
  Lincoln, RI
• 09/2016 → 05/2020
  University Of Rhode Island
  Providence, RI
• 06/2020 → 08/2022
  Bank Of America / Merrill Lynch
  Lincoln, RI
• 09/2022 → 01/2024
  Jp Morgan Chase Bank, N.A.
  Cranston, RI
• 09/2022 → 01/2024
  Jp Morgan Securities, Llc
  Cranston, RI
• 01/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 02/2024 → Present
  Bank Of America N.A.
  Providence, RI

Previous Registrations

• 2022-09-22 → 2024-01-18
  J.P. Morgan Securities Llc
  Cranston, RI
  Wakefield, RI
• 2021-05-04 → 2022-08-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI

Exams

• S66 Uniform Combined State Law Examination
  2021-05-01