Robert A Mclendon

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

• 11/2001 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Naples,, FL
• 06/2011 → Present
  Bank Of America,N.A.
  Naples, FL

Other Businesses

I*32534 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: MCLENDON FINANCIAL SERVICES INVESTMENT RELATED: Y ADDRESS OF BUSINESS: NAPLES, FLORIDA 34103 NATURE OF BUSINESS: OTHER,C CORPORATION POSITION, TITLE, ASSOCIATION: OFFICER, START DATE OF RELATIONSHIP: 12:00:00 AM NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PRESIDENT . (2)1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: ROBERT MCLENDON'S FARM 3.INVESTMENT RELATED: N 4.ADDRESS OF BUSINESS: EDISON, GEORGIA 39846 6.POSITION, TITLE, ASSOCIATION: OWNER, 7.START DATE OF RELATIONSHIP: 11/1/2012 8.NUMBER OF HOURS DEVOTED: 5 HOUR(S) ANNUALLY 9.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 10.DUTIES: RENTAL INCOME FROM FARM THAT IS PERSONALLY OWNED. I HAVE NO DAY TO DAY RESPONSIBILITIES. (3)I*78753 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LKS MANAGEMENT, INC INVESTMENT RELATED: Y ADDRESS OF BUSINESS: ALBANY, GEORGIA 31707 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: OFFICER, START DATE OF RELATIONSHIP: 1/1/1995 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I AM LISTED AS THE SECRETARY OF THE CORPORATION BUT I HAVE NOT AND DO NOT PLAN TO HAVE ANY ACTIVITY

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-20
• S63 Uniform Securities Agent State Law Examination
  1993-10-15

Other Names

• Mitch Mclendon
• Robert M Mclendon
• Mitch Mclendon
• Robert Mitchell Mclendon