Robert Moseley Edmondson

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

• 06/2004 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilson, NC
• 09/2009 → Present
  Bank Of America, N.A.
  Wilson, NC

Other Businesses

I*33864 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: BARTON COLLEGE/NORTH CAROLINA WESLEYN COLLEGE INVESTMENT RELATED: N ADDRESS OF BUSINESS: WILSON, NORTH CAROLINA 27893 NATURE OF BUSINESS: OTHER,COLLEGE POSITION, TITLE, ASSOCIATION: PART-TIME, START DATE OF RELATIONSHIP: 12:00:00 AM NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: ADJUNCT PROFESSOR TEACH ADULT DEGREE CLASS, FNC 330 CORPORATE FINANCE OR FNC 320 MONEY & BANKING

Exams

• S66 Uniform Combined State Law Examination
  2004-10-07