Robert William Hrdlicka

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

• 01/2018 → 03/2022
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 02/2012 → 01/2018
  Hrd Supply Llc
  Jacksonville, FL
• 07/2016 → 09/2016
  The Village Dentist & Orthodontist
  St. Augustine, FL
• 04/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

I*: 2062305 Entity Type: Entity For Profit Name of OBA: CB INVESTMENTS JAX LLC Address: Jacksonville, FL Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 10/25/2024 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: This is a holding company to manage our family real estate rental properties. No 3rd-party funds or management of property for other people. I*: 2063283 Entity Type: Entity For Profit Name of OBA: CBI JAX A LLC Address: Jacksonville, FL Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 10/25/2024 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: This is a holding company to manage our family real estate rental properties. No 3rd-party funds or management of property for other people. I*: 2063284 Entity Type: Entity For Profit Name of OBA: CBI JAX 1 LLC Address: jJcksonville, FL Investment Related: No Position, Title, Association: General Partner/Managing Membe Employee Start Date: 10/25/2024 Number of Hours: 1 hr wkly Number of Hours during trading: 0 Duties: This is a holding company to manage our family real estate rental properties. No 3rd-party funds or management of property for other people.

Exams

• S66 Uniform Combined State Law Examination
  2024-04-30
• S63 Uniform Securities Agent State Law Examination
  2018-03-14

Other Names

• Robert William Hrdlicka
• Bobby William Hrdlicka
• Robert Hrdlicka
• Robert William Hrdlicka
• Robert William Hrdlicka