Robert C Hall
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
18 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Bank of America N.A.Aug 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to now
- Robert Hall EnterprisesApr 2021 to now
- Transamerica Financial Advisors, IncFeb 2021 to now
- World Financial GroupOct 2020 to now
- Occasional Resale of Season TicketsAug 2004 to now
- Pinnacle Financial ServicesMar 2022 to Aug 2022
- GeicoDec 2021 to Feb 2022
- Mpowering AmericaAug 2021 to Aug 2022
- Pasco County SchoolsNov 2019 to Aug 2021
- International Assets Advisory, LLCApr 2019 to Oct 2020
- International Assets Investment Management, LLCApr 2019 to Oct 2020
- Vital Guidance/iaaApr 2018 to Oct 2020
- United Health Group dba United HealthcareNov 2017 to Aug 2022
- Fortitude Financial GroupAug 2017 to Apr 2018
- Independent Financial GroupJul 2017 to Apr 2019
- Bank of America, N.A.Mar 2012 to Jul 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2011 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4491802
- Firm CRD
- 7691