Robert Ho

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

• 01/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Long Island City,, NY
• 11/2019 → 12/2020
  Chase
  New York City, NY
• 06/2016 → 08/2017
  Pet Supplies Plus
  New York City, NY
• 05/2015 → 05/2020
  Hunter College
  New York, NY
• 01/2023 → Present
  Bank Of America, N.A.
  Long Island City, NY

Other Businesses

I*2434276, Entity Type: , Name of OBA: H S W H Irrevocable Trust, Address: woodside, New York, 11377, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 06/05/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2023-04-26

Other Names

• Robert Kachun Ho