Robert J Kania
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2025 to now
- UnemployedMay 2025 to Aug 2025
- Generational Transfer EntrepreneursJan 2025 to Apr 2025
- UnemployedAug 2024 to Jan 2025
- Cucina BellaMay 2024 to Aug 2024
- UnemployedAug 2023 to May 2024
- Capital FoundryMay 2023 to Aug 2023
- UnemployedAug 2022 to May 2023
- The Pittsburgh Golf ClubMay 2022 to Aug 2022
- University of PittsburghAug 2021 to May 2025
- UnemployedAug 2021 to May 2022
- The Pittsburgh Golf ClubMay 2021 to Aug 2021
- UnemployedSep 2020 to May 2021
- The Pittsburgh Golf ClubJun 2020 to Sep 2020
- UnemployedAug 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 8150706
- Firm CRD
- 7691