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Roderick Robertson

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA

New York, NY

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-27
CT RA APPROVED 2023-06-23
  • TX RA
    APPROVED
    Since 2023-06-27
  • CT RA
    APPROVED
    Since 2023-06-23

Branch Locations

100 Federal St, Boston, MA 02110 • United States

One Bryant Park, New York, NY 10036 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 06/2022 Present
Babson College Wellesley MA 09/2021 05/2022
Cyberark Newton MA 09/2019 08/2021
University Of Miami Coral Gables MA 09/2018 06/2019
The Rmr Group Newton MA 06/2018 08/2018
University Of Miami Coral Gables MA 09/2017 05/2018
Integrated Financial Partners Waltham MA 06/2017 08/2017
University Of Miami Coral Gables MA 09/2016 05/2017
  • 06/2022 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Boston, MA
  • 09/2021 → 05/2022
    Babson College
    Wellesley, MA
  • 09/2019 → 08/2021
    Cyberark
    Newton, MA
  • 09/2018 → 06/2019
    University Of Miami
    Coral Gables, MA
  • 06/2018 → 08/2018
    The Rmr Group
    Newton, MA
  • 09/2017 → 05/2018
    University Of Miami
    Coral Gables, MA
  • 06/2017 → 08/2017
    Integrated Financial Partners
    Waltham, MA
  • 09/2016 → 05/2017
    University Of Miami
    Coral Gables, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-23
  • S66 Uniform Combined State Law Examination
    2023-06-23
Other Names
  • Roderick Janis-Angus Robertson

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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