Robert Alexander White

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

• 08/2001 → Present
  Citigroup Global Markets Inc.
  Boston, MA
• 12/2011 → Present
  Bank Of America, N.A.
  Boston, MA
• 11/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Boston, MA

Other Businesses

I*4941278 Entity Type: Not for Profit Name of OBA: Esplanade Association Address: Boston, Massachusetts, 2116 Investment Related: No Position, Title, Association: Employee Start Date: 10/03/2026 Number of Hours: 5, Yearly Number of Hours during trading: 0 Duties: I am on the event committee. Attend event. Name on Invite.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-01
• S63 Uniform Securities Agent State Law Examination
  1995-12-08