Robert Fernando Escudero

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

• 06/2017 → 01/2019
  Jp Morgan Chase Bank, N.A.
  Westlake Village, CA
• 08/2016 → 05/2017
  J.P. Morgan Securities Llc
  Westlake Village, CA
• 01/2019 → 11/2020
  Jp Morgan Chase Bank, Llc
  Leander, TX
• 11/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Austin, TX

Previous Registrations

• 2016-08-31 → 2020-11-19
  J.P. Morgan Securities Llc
  Westlake Village, CA
  Westlake Village, CA
  Westlake Village, CA
  Westlake Village, CA
  Westlake Village, CA
  Westlake Village, CA
  Westlake Village, CA
  Austin, TX
  Austin, TX
• 2015-08-14 → 2016-08-22
  Edward Jones
  Tempe, AZ
  Newbury Park, CA
  St Louis, MO
  Westlake Village, CA

Exams

• S66 Uniform Combined State Law Examination
  2015-08-03

Other Names

• Robert Escudero
• Robert Fernando Escudero