Robert C Young

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

• 04/1994 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 06/2009 → Present
  Merrill Lynch Canada
  New York, NY

Other Businesses

I*1023349For profit or not for profit: Name of outside business organization: CASA-Coalition Against Substance AbuseInvestment related: NAddress of business: , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , Treasurerform financial policies such as who can access funds, who has check-signing authority, how expenses get reimbursed, use of the organization's credit card and handling of small cash expenses I*1905259 Entity For Profit Name of OBA: The Cook's Studio Address: Huntington, New York, 11743 Investment Related: No Position, Title, Association: Other Employee Start Date: 07/13/2024 No Hours: 12 No Hours during trading: 0 Duties: Teach cooking classes

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-01-22