Rodriguez P Webb

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

• 05/2014 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 05/2014 → Present
  Bank Of America, N.A.
  Raleigh, NC

Other Businesses

I*2106266, Entity Type Charitable, Name of OBA:WakeMed Foundation Board of Directors Address:Raleigh,NC 27610 Investment Related:N Position, Title, Association:Committee,Board Member Employee Start Date:01/01/2025 No Hours:36 M No Hours during trading:2 Duties:board and committee member; mission-based leadership, strategic governance; fundraising; advise on strategic plan to help fund WakeMed Hospital;

Exams

• S66 Uniform Combined State Law Examination
  2014-11-14

Other Names

• Rod Webb
• Rod P Webb
• Rodriguez Webb
• Rodriguez Pierre Webb