Robert Wesley Heterick

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

• 03/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 01/2022 → Present
  Ubereats
  Barrington, RI
• 05/2018 → 03/2022
  Coastal Roasters
  Tiverton, RI
• 09/2019 → 10/2019
  Citizens Bank
  Johnston, RI
• 01/2018 → 06/2018
  Rhode Island State House
  Providence, RI
• 08/2015 → 06/2019
  Body Natural & Fitness Center
  Barrington, RI
• 09/2015 → 09/2018
  Rhode Island College
  Providence, RI
• 08/2015 → 05/2018
  Rhode Island College
  Providence, RI

Other Businesses

Driving for UberEats was disclosed in AIM

Exams

• S66 Uniform Combined State Law Examination
  2022-07-27