Ann Karen Robinson

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

• 08/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greenville, SC
• 02/2016 → 03/2019
  Hometrust Bank
  Greenville, SC
• 03/2019 → 08/2019
  Unemployed...pErsonal Sabbatical
  Greer, SC

Other Businesses

My husband and I have an LLC. He is a college soccer coach and runs soccer camps through the LLC. The name is Aark Ventures, LLC, address is our home address, Greer, SC 29650. The LLC was formed in 2011. I devote about 1 hour a month doing bookkeeping for the business, none during trading hours. I*125578 For profit or not for profit: Non-Profit Organization Name of outside business organization: The Institute for Child Success Investment related: N Address of business: Greenville, South Carolina 29601 Nature of business: Charitable Organization, Position, title, association: , Start date of relationship: 2/1/2013 Number of hours devoted: 7 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: The Institute for Child Success (ICS) is a private, nonpartisan research and policy organization. ICS works to create a culture that facilitates and fosters the success of all children. ICS supports policymakers, service providers, government agencies

Exams

• S66 Uniform Combined State Law Examination
  2020-01-31

Other Names

• Ann Karen Pink
• Ann Robinson