Robert Dekorte

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

• 05/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Petersburg, FL
• 07/2016 → 06/2017
  Acree Air Conditioning, Inc.
  Tampa, FL
• 08/2017 → 05/2020
  St. Petersburg College
  St. Petersburg, FL

Other Businesses

I*2944288, Entity Type: Entity Charitable, Name of OBA: Seminole Lake Rotary Club, Address: Seminole, Florida, 33772, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 07/01/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: general board seat, Local civic organization

Exams

• S66 Uniform Combined State Law Examination
  2023-07-01

Other Names

• Bo Dekorte
• Robert Dekorte
• Robert Peter Dekorte