Robert Bradbury

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

• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 08/2022 → 12/2022
  Lifebridge Health / Northwest Hospital
  Randallstown, MD
• 01/2022 → 05/2022
  University Of Maryland - College Park
  College Park, MD
• 02/2021 → 12/2021
  Anne Arundel Community College
  Arnold, MD
• 04/2020 → 12/2021
  Anne Arundel Community College
  Arnold, MD
• 11/2017 → 03/2020
  Unemployed.
  Baltimore, MD
• 05/2017 → 11/2017
  Lawtrades
  Astoria, NY
• 09/2016 → 05/2017
  Momofuku
  New York, NY
• 09/2015 → 09/2016
  Justworks
  New York, NY
• 10/2017 → 03/2018
  Jjj International
  New York, NY
• 06/2022 → 07/2022
  Ijillity Llc
  Memphis, TN
• 08/2024 → Present
  Bank Of America, N.A.
  Hunt Valley, MD

Exams

• S66 Uniform Combined State Law Examination
  2023-04-14

Other Names

• Bobby Bradbury
• Robert W Bradbury
• Robert Wilton Bradbury