Robert John Magee

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

• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 05/2024 → 08/2024
  Unemployed
  Frisco, TX
• 01/2022 → 05/2024
  University Of Central Florida
  Orlando, FL
• 02/2022 → 12/2023
  Orlando Utilities Commission
  Orlando, FL
• 05/2015 → 02/2022
  Lake Nona Golf And Country Club
  Orlando, FL
• 08/2020 → 08/2021
  Valencia College
  Orlando, FL
• 01/2026 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-11-19

Other Names

• Robert John Magee