Emily Lootens chermont Roberts
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
3 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Emily Lootens chermont Roberts? Claim your profile
Contact this firm
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.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to now
- UnemployedOct 2022 to Jun 2023
- Viva Vita Company LLCOct 2021 to Oct 2022
- UnemployedFeb 2020 to Oct 2021
- Rio Turvo Cachaca DistilleryApr 2019 to Feb 2020
- Michael Perelman, PhdApr 2017 to Sep 2017
- New York State Psychiatric InstituteJan 2017 to Apr 2019
- Teachers College, Columbia UniversityMay 2016 to Dec 2020
- UnemployedMay 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (NC, NY, 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
- 7771599
- Firm CRD
- 7691