Robert Samuel Vallely

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

• 02/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York,, NY
• 12/2020 → 02/2022
  Unemployed
  Greenwich, CT
• 11/2020 → 12/2020
  Three Sons Llc
  Greenwich, CT
• 10/2020 → 12/2020
  Stonebriar Capital
  Greenwich, CT
• 09/2018 → 05/2020
  Harvard Business School
  Boston, MA
• 05/2020 → 10/2020
  Unemployed
  Greenwich, CT
• 06/2019 → 12/2019
  Beechwood Capital
  Boston, MA
• 08/2018 → 08/2018
  Tengram Capital
  New York, NY
• 06/2017 → 08/2018
  Unemployed
  Teton Village, WY
• 11/2015 → 06/2017
  Kraft Heinz Company
  Chicago, IL

Other Businesses

I*: 2557272 Entity Type: Charitable Name of OBA: Mianus River Gorge Inc. Address: Bedford, NY 10506 Investment Related: No Position, Title, Association: Board member Employee Start Date: 6/16/2025 Number of Hours: 20 hrs annually Number of Hours during trading: 0 Duties: Founded in 1953, the Mianus River Gorge is an independent 501(c)(3). It was the first land project of The Nature Conservancy and, in 1963, was designated the first National Natural Landmark by the U.S. Department of the Interior. Our mission is to protect irreplaceable natural habitats for our community, wildlife, and future generations.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-16

Other Names

• Robert Sam Vallely