Anthony Curtis Robinson

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

• 02/2006 → 11/2019
  E*Trade Securities Llc
  Alpharetta, GA
• 11/2019 → 10/2020
  Unemployed
  Lithia Springs, GA
• 10/2020 → 04/2022
  Edward Jones
  Atlanta, GA
• 03/2009 → 11/2019
  Harris Direct, Llc
  Alpharetta, GA
• 04/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Previous Registrations

• 2020-10-26 → 2022-04-05
  Edward Jones
  Atlanta, GA
  Marietta, GA
• 2009-04-06 → 2019-11-06
  Harrisdirect Llc
  Arlington, VA
  Alpharetta, GA
  Alpharetta, GA

Other Businesses

Sweetwater Home Owners Association Non- Investment related Address: 7648 Forest Glen Way, Lithia Springs, Georgia, 30122 HOA - Home Subdivision President Start Date: 4/25/2022 8 hours per Month Responsibilities: All responsibilities to be completed collectively with all committee members. to help keep and improve the subdivision where I live. All financial responsibilities will be managed by a outside HOA management management company

Exams

• S66 Uniform Combined State Law Examination
  2009-03-30
• S63 Uniform Securities Agent State Law Examination
  1996-03-07

Other Names

• Anthony C Robinson