A K Roberson

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

• 11/1992 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hilton Head, SC
• 07/2011 → Present
  Bank Of America, N.A.
  Hilton Head Island, SC

Other Businesses

I*108349For profit or not for profit: For-Profit OrganizationName of outside business organization: Playin Thru Farms, LLCInvestment related: NAddress of business:Hilton Head, South Carolina 29926Nature of business: LLC,Position, title, association: General Partner, Start date of relationship: 9/15/2017Number of hours devoted: 24 hour(s) AnnuallyNumber of hours devoted during trading hours: 0Duties: Playin Thru Farms, LLC will own and operate pine tree acreage for timber. I am the originator of the LLC and will serve as managing member. My wife will also serve as a member. I*3827269 Entity Type: N/A Name of OBA: A KEVIN ROBERSON TTEE CHARLOTTE P ROBERSON TTEE U/A DTD 06/18/2005 = A K R TTEE C P R TTEE U/A DTD 06/18/2005 Address: hilton Head, South Carolina, 29926 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 02/23/2026 Number of Hours: 2, Yearly Number of Hours during trading: 1, Yearly Duties: Self, Spouse

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-08-30
• S63 Uniform Securities Agent State Law Examination
  1993-01-13

Other Names

• A Kevin Robertson
• Anthony Kevin Roberson
• Kevin Roberson
• Anthony Kevin Roberson
• A. Kevin Roberson
• A Kevin Roberson