Robert Thurman Wright

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

• 02/1984 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Canfield, OH

Other Businesses

I*101333 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: KHM TRAVEL GROUP INVESTMENT RELATED: N ADDRESS OF BUSINESS: BRUNSWICK, OHIO 44212 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 2/1/2017 NUMBER OF HOURS DEVOTED: 24 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INDEPENDENT TRAVEL AGENT

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-06-07
• S63 Uniform Securities Agent State Law Examination
  1994-04-11

Other Names

• Robert Thruman Wright
• Robert Thurman Jr Wright