Robert E Kern

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

• 07/2020 → 03/2022
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 07/2020 → 03/2022
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 02/2018 → 06/2020
  Suntrust Bank
  Nashville, TN
• 11/2016 → 02/2018
  Suntrust Bank
  Nashville, TN
• 04/2016 → 11/2016
  American Society Of Composers, Authors And Publishers
  Nashville, TN
• 04/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brentwood, TN
• 08/2023 → Present
  Bank Of America N.A.
  Brentwood, TN

Previous Registrations

• 2020-10-30 → 2022-03-21
  Truist Advisory Services, Inc.
  Nashville, TN

Other Businesses

I*2642295, Entity Type: Entity For Profit, Name of OBA: Court Order, Address: Nashville, Tennessee, 37221, Investment Related: N, Position, Title, Association: Other, Employee State Date: 07/21/2025, No Hours: 10 Weekly, No Hours during Trading: 0 Weekly, Duties: performing musician, recording musician, Touring metal band I*3134271 Entity Type: Entity Charitable Name of OBA: PostGrad Ready Address: Clarksville, Tennessee, 37043 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 10/10/2025 Number of Hours: 5, Monthly Number of Hours during trading: 0, Monthly Duties: Providing counseling and aid to high school level graduates in low income households to help them take the next step in higher education or in employment Provide insight on basic financial education such as proper budgeting, saving and building good credit, helping with organizing events and seminars for students.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-26

Other Names

• Rob Kern
• Robert Kern
• Robert Edward Kern