Robert G Epstein

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

• 02/1975 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 06/2011 → Present
  Bank Of America,N.A.
  Dallas, TX

Other Businesses

I*136556: Non-Profit; TX Ranger Association Foundation; Investment related: N; Address: Waco, TX 76706; Charitable; Start: 3/15/21; 2 hours M,0 trading; Fundraising I*1206: Republican Party of TX, Address: Austin, TX, Member/Speakers bureau, start 10/15/20, hrs 4 M I *38241; NON-PROFIT; PLANO ROTARY; N; PLANO, TX 75093; CHARITABLE; ADVISORY BOARD MEMBER; 2/1/11; 5 HOUR(S) MTHLY; 0; PROGRAMS AND FUNDRAISING I*47823; NON-PROFIT; TX SHOMRIM SOCIETY; N; NY, NY 10002; CHARITABLE; COMMITTEE MEMBER; 12/30/11; 2 HOUR(S) MTHLY; 0; PRESIDENT OF THE TX SHOMRIM SOCIETY I*36755; NON-PROFIT; DALLAS JEWISH FEDERATION; N; DALLAS,TX 75230; CHARITABLE; ADVISORY BOARD MEMBER 3/30/17; 2 HOUR(S) MTH; I*104487; NON-PROFIT; JEWISH WAR VETERANS OF THE USA; N; WA D.C 20009; CHARITABLE; COMMITTEE MEMBER; 2/1/19; 2 HOUR(S) MTHLY; 0; MEMBERSHIP AND FUNDRAISING FOR SCHOLARSHIPS I*110637; Non-Profit; Military Order of the World Wars; N; Alexandria, VA 22314; Charitable, Committee Member, 3/24/19; 2 hour(s) Mthly; Golf Committee member to raise funds for high school students to attend leadership conferences I*119099; Non-Profit; Navy League of the US; N; Arlington, TX 22201; Charitable, Committee Member, 12/3/18; 2 hours Mthly; Membership, Fundraising, Legislative/Government Affairs (supporting strong military) I*125422; Non-Profit; EOD Warrior Foundation; N; Niceville, FL 32578;Charitable;8/19/19;2 hrs mth;0;Fundraising to assist the families of Explosive Ordinance Disposal (EOD) military who are injured or killed on duty. I*772238 Name: Friends of the IDF Investment related: N Duties: Assist in inviting friends to attend the annual fundraising event and other programs by being on the event committee I*419639; Name: Air Force Association; Investment related: N Address: Arlington, VA Duties: educate the public, advocate for U.S. Air Force & support the Air Force members &their families I*354559; Name: Association of the US Army; Investment related: N; Address: Arlington, VA, 22201 Duties: Director/Board Member Support for the Association of the U.S. Army I*1710284;Veterans Resource Center assist, fund raising I* 862232 Name: Civil Air Patrol Investment related: no Duties: ground team training for cadets and senior members. aerospace education for cadets I*392125,Not for Profit Name: Military Order of the World Wars, Address: Alexandria, Virginia, 22314, Invest Related: No, Position: Start: 03/24/2019, Hours: 2 Monthly, Hours during Trading: 0 Monthly, Duties: developing patriotic education prgrms I*1374261Charitable Name: Congregation Shearith Israel--REDACTED Address: Dallas, Texas, 75225 Invest Related: No Position: Committee Start: 05/08/2026 Hours: 8, Monthly Hours during trading: 0 Duties: Jewish Synagogue. Israel and Jewish education committee I*419639 Charitable Name: Air Force Association Address: Arlington, Virginia, 22202 Invest Related: No Position: Committee Start : 07/08/2026 Hours: 4, MonthlyHours during trading: 0 Duties: Educate the public on the need for aerospace power and STEM education for the next generation of Air and Space Force leaders through youth competitions and camps and scholarships. TThe AFA Development Committee raises funds. I*5129268, Entity Charitable Name: Federation of Jewish Men's Clubs Address: Baltimore Maryland 21202 Invst Rltd: No Position: Committee Start: 07/29/2026 Hours: 3 Mly Hours during trading: 0Duties: I will be on the " Anti-Semitism Committee" Jewish education, combatting Anti-Semistism and support for Israel I*5141268, Entity Charitable, Name: Federation of Jewish Men's Clubs Address: Baltimore Maryland 21202 Invst Rltd: No Position: Committee Start : 08/17/2026 No Hours: 4 Monthly No Hours during trading: 0 Duties: FJMC National Executive Committee--- Leadership committee for all the programs of FJMC, including the combatting antisemitism, Israel programming and Jewish education Combatting Anti-Semitism, Israel Programming, Jewish Education

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-06-27
• S63 Uniform Securities Agent State Law Examination
  1982-08-19

Other Names

• Robert Gordon Epstein