Robert J Insana
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 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
10 years in the industry.
- Bank of America N.A.Feb 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2024 to now
- JP Morgan Chase Bank, N.A.Sep 2022 to Jan 2024
- JP Morgan Securities, LLCSep 2022 to Jan 2024
- Bank of America / Merrill LynchJun 2020 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Aug 2022
- Dicks Sporting GoodsMay 2019 to May 2020
- West Bay YmcaSep 2017 to Jun 2019
- University of Rhode IslandSep 2016 to May 2020
- Boys and Girls Club CumberlandFeb 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7260657
- Firm CRD
- 7691