Robert Donald Bernoskie

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

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New Providence, NJ
• 10/2009 → Present
  Bank Of America,Na
  South Providence, NJ

Previous Registrations

• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  New Providence, NJ
  New Providence, NJ
• 2002-09-06 → 2004-10-20
  Quick & Reilly, Inc.
  Providence, NJ

Other Businesses

NEW JERSEY FOOTBALL OFFICIALS ASSOCIATION-NON INVESTMENT RELATED;ROBBINSVILLE, NJ 08691; ROLE IS OFFICIAL OF HIGH SCHOOL FOOTBALL GAMES SINCE 1993; 12 HOURS PER MONTH WEEKENDS/ZERO DURING TRADING; OFFICIATE GAMES. I*1913290, Entity Type,profit Name of OBA:Rental Property 1 Address:lavallette ,New Jersey,08735 Related: Position, Co-owner with other family membersTitle, Association: Co-owner with other family membersEmployee Start Date:07/15/2024 No Hours: 0 monthlyNo Hours during trading: 0Duties:n/a

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-12-03
• S63 Uniform Securities Agent State Law Examination
  2000-03-28