Robert Owen Lough

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

• 03/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newton, MA
• 07/2019 → 03/2025
  Advantage Solutions
  Mansfield, MA
• 09/2015 → 05/2019
  Union College
  Schenectady, NY
• 09/2023 → 08/2025
  Bryant University
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2026-01-28

Other Names

• Robert O Lough