Robert Joseph Logan

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

• 04/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Providence, RI
• 07/2021 → 04/2022
  Unemployed
  Woonsocket, RI
• 01/2020 → 07/2021
  Moneycorp Us
  Providence, RI
• 01/2018 → 01/2020
  Gateways To Change Inc.
  Cranston, RI
• 03/2017 → 01/2018
  Unemployed
  Providence, RI
• 10/2016 → 03/2017
  Brewed Awakenings
  Cranston, RI
• 09/2015 → 10/2016
  The Barking Lot
  Providence, RI
• 09/2014 → 12/2019
  Rhode Island College
  Providence, RI
• 09/2023 → Present
  Bank Of America, N.A.
  Providence, RI

Other Businesses

I*871239, Entity Type: Entity For Profit, Name of OBA: Uber, Address: San Francisco, CA, 94103, Investment Related: No, Position, Title, Association: Consultant/Independent Contractor, Employee Start Date: 07/01/2022, No Hours: 5hrs/Weekly, No Hours during trading: 0, Duties: Ride-share and delivery of food/consumer products.

Exams

• S66 Uniform Combined State Law Examination
  2022-07-22