Robert W Loring

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

• 09/1975 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 06/2011 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*4245267 Entity Type: Fiduciary role Name of OBA: E. M L. TTEE R. W L. TTEE U/A DTD 03/24/1981 Address: Duxbury, Massachusetts, 2331 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 03/25/2026 Number of Hours: 1, Yearly Number of Hours during trading: 1, Yearly Duties: Co-Trustee/Spouse

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-10-15

Other Names

• Robert Wyatt Loring