Paul Anthony Purifoy-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

• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Milwaukee, WI
• 06/2017 → 08/2018
  Milwaukee Public Schools- Temporary Coach
  Milwaukee, WI
• 04/2017 → 06/2017
  Professional Placement Services Llc
  Milwaukee, WI
• 09/2018 → 09/2018
  Rent-A-Center, Inc
  Milwaukee, WI
• 11/2018 → 12/2018
  Crowne Plaza Hotel
  Milwaukee, WI
• 06/2018 → 08/2018
  Milwaukee County Fleet Management
  Milwaukee, WI
• 11/2017 → 02/2018
  Hilton Milwaukee City Center
  Milwaukee, WI
• 07/2017 → 05/2018
  Bradely Tech High School
  Milwaukee, WI
• 10/2015 → 05/2018
  Milwaukee Area Technical College
  Milwaukee, WI
• 01/2019 → 06/2019
  Gwfs Equities
  Milwaukee, WI
• 10/2019 → 01/2022
  Umb Fund Services, Inc.
  Milwaukee, WI
• 10/2019 → 01/2022
  Umb Distribution Services, Llc
  Milwaukee, WI
• 06/2019 → 10/2019
  Unemployed
  Milwaukee, WI
• 02/2024 → 03/2024
  Landaas & Company
  Milwaukee, WI
• 01/2022 → 06/2022
  Us Bank
  Milwaukee, WI
• 06/2022 → 07/2023
  Fis
  Milwaukee, WI
• 07/2023 → 11/2023
  Northwestern Mutual
  Milwaukee, WI
• 04/2024 → 07/2025
  Unemployed
  Milwaukee, WI
• 07/2025 → 04/2026
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2025 → 04/2026
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 07/2026 → Present
  Bank Of America, N.A.
  Milwaukee, WI

Exams

• S66 Uniform Combined State Law Examination
  2026-06-30

Other Names

• Paul Anthony Robertson
• Paul A Robertson
• Paul Robertson
• Paul Anthonly Purifoy-Robertson
• Anthony Robertson