Roberto Arturo Soler

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

• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2021 → 05/2025
  Boston College
  Chestnut Hill, NJ
• 08/2017 → 06/2021
  Highland Park Highschool
  Highland Park, NJ
• 09/2010 → 06/2017
  Mustard Seed School
  Hoboken, NJ
• 05/2024 → 08/2024
  Merrill Lynch
  New York City, NY

Other Businesses

I*4781271, Entity Type: Entity For Profit, Name of OBA: Bar Veloce, Address: New York, New York, 10002, Investment Related: N, Position, Title, Association: ["Employee"], Employee Start Date: 07/31/2026, No Hours: 12 Weekly, No Hours during Trading: 0 Weekly, Duties: Serve food and drinks,Restaurant Bar

Exams

• S66 Uniform Combined State Law Examination
  2025-10-10

Other Names

• Roberto A Soler