Robert Abraham Lobel

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:

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2007-02-07
NJ	RA	APPROVED	2004-04-15

TX RA
APPROVED

Since 2007-02-07
NJ RA
APPROVED

Since 2004-04-15

Branch Locations

Morristown, NJ • United States

51 John F Kennedy Pkwy, Short Hills, NJ 07078 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Short Hills	NJ	05/1998	Present
Bank Of America, Na	Short Hills	NJ	12/2009	Present

05/1998 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Short Hills, NJ
12/2009 → Present

Bank Of America, Na

Short Hills, NJ

Other Businesses

I*: 2653262 Entity Type: For Progit Name of OBA: Fairchild Group Address: Morris Plains, NJ 07950 Investment Related: No Position, Title, Association: Land owner Employee Start Date: 7/23/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Buying land to build an air bnb to house baseball/softball teams near Diamond Nation in Flemington NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-01-20

S66 Uniform Combined State Law Examination

1999-01-20

Other Names

Robert A Lobel

View on SEC IAPD