Robert Bruce Lerner

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-19
FL	RA	APPROVED	2008-04-30
TX	RA	APPROVED_RES	2004-09-17

NY RA
APPROVED

Since 2021-04-19
FL RA
APPROVED

Since 2008-04-30
TX RA
APPROVED_RES

Since 2004-09-17

Branch Locations

Boca Raton, FL • United States

225 Liberty St, New York, NY 10281 • United States

1 Town Center Rd, Boca Raton, FL 33486 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	06/1981	Present
Bank Of America, N.A.	New York	NY	09/2009	Present

06/1981 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
09/2009 → Present

Bank Of America, N.A.

New York, NY

Other Businesses

I*3663292 Entity Type: Fiduciary role Name of OBA: R. A L. 2025 Family Trust dated 10/29/2025 Address: Boca Raton, Florida, 33434 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 10/29/2025 Number of Hours: 0 Number of Hours during trading: 0 Duties: Trustee/Daughter

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-02-08
S63	Uniform Securities Agent State Law Examination	1982-03-16

S65 Uniform Investment Adviser Law Examination

1996-02-08
S63 Uniform Securities Agent State Law Examination

1982-03-16

Other Names

Robert B Lerner

View on SEC IAPD