Robin Butler

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

• 11/1982 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 12/2009 → Present
  Bank Of America, Na
  Chicago, IL

Other Businesses

I*77190 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PURSUE SCHOLARS INVESTMENT RELATED: N ADDRESS OF BUSINESS: CHICAGO, ILLINOIS 60612 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 1/14/2015 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: THE ORGANIZATION PROVIDES SCHOLARSHIPS, MENTORING AND OTHER SUPPORT SERVICES FOR COLLEGE-BOUND CHRISTIAN STUDENTS FROM THE CITY OF CHICAGO. MY ROLE WILL BE ON THE BOARD OF DIRECTORS, PROVIDING OVERSIGHT, GUIDANCE, AND ASSISTANCE WITH FUNDRAISING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-29
• S63 Uniform Securities Agent State Law Examination
  1985-02-15

Other Names

• Bobin Butler
• Robin Carlson Butts
• Robin Carlson Butts
• Robin Carlson
• Robin Carlson