Drew Chamness Robertson

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

• 08/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tyler, TX
• 08/2015 → 08/2018
  Baylor University
  Waco, TX
• 07/2019 → Present
  Bank Of America, N.A.
  Tyler, TX

Other Businesses

I*1363281 For profit or not for profit: Entity For Profit Name of outside business organization: Big Spoon Investments LLC Investment related: No Address of business: Tyler, Texas, 75703 Nature of business: Limited Liability Company Position, title, association: General Partner/Managing Member, Owner Start date of relationship: 1/1/2025 Number of hours devoted: 0 Number of hours devoted during trading hours: 0 Duties: , This LLC was created to purchase land behind my neighborhood to develop one day. We are working towards my wife being able to quit her job and this could potentially cover her income and provide the flexibility. I*: 2255267 Entity Type: For Profit Name of OBA: C. Next Gen Holdings , LLC Address: Tyler, TX 75703 Investment Related: No Position, Title, Association: Owner Employee Start Date: 04/01/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Real estate holding entity for my wife and I. My wife will manage the property.

Exams

• S66 Uniform Combined State Law Examination
  2019-10-25

Other Names

• Drew Robertson