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Anthony Curtis Robinson

Merrill Lynch, Pierce, Fenner & Smith Inc.

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About Anthony Curtis Robinson

Anthony Robinson is a financial professional with over 20 years of experience in the securities industry. Anthony is currently registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and is licensed to provide investment advice in the state of Georgia. Anthony has previously held positions at Edward Jones, E*TRADE Securities LLC, WM Financial Services, Inc. and Chase Investment Services Corp.

Firm Information

Anthony Robinson is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED is a corporation formed on November 10, 1958 and approved by the SEC. With a main office in New York, NY, the firm offers advisory services to a wide range of clients including individuals, businesses, and institutions. Their services include portfolio management, pension consulting, and educational seminars. The firm manages approximately $10 billion to $50 billion in assets and is registered in 53 states and the District of Columbia.
Merrill Lynch, Pierce, Fenner & Smith Inc.

1100-1800 AMERICAN BLVD

PENNINGTON, NJ 08534

$1.27T

Assets Under Management

16,965

Total Clients

25,158

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Anthony Robinson’s Registration & Firm History

NJ

06/03/2022 - Present

Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)

GA

10/23/2020 - 04/05/2022

EDWARD JONES (MARIETTA GA)

GA

03/07/2006 - 11/06/2019

E*TRADE SECURITIES LLC (ALPHARETTA GA)

CA

09/09/2005 - 02/28/2006

WM FINANCIAL SERVICES, INC. (IRVINE CA)

IL

12/08/2004 - 05/02/2005

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

MA

09/13/2001 - 09/22/2003

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

FL

05/31/2000 - 09/17/2001

FAS WEALTH MANAGEMENT SERVICES, INC. (SARASOTA FL)

MA

10/08/1999 - 05/31/2000

CANTELLA & CO., INC. (MALDEN MA)

FL

05/24/1999 - 09/30/1999

FAS WEALTH MANAGEMENT SERVICES, INC. (SARASOTA FL)

NY

02/24/1998 - 09/09/1998

E. C. CAPITAL, LTD. (MINEOLA NY)

NY

09/24/1997 - 02/20/1998

FOSTER JEFFRIES SECURITIES, LLC (WESTBURY NY)

NY

04/23/1997 - 09/24/1997

IAR SECURITIES CORP. (NEW YORK NY)

NJ

12/12/1996 - 06/13/1997

INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)

NJ

09/24/1996 - 11/11/1996

INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)

NY

07/25/1996 - 09/23/1996

DANALLEN INVESTMENT GROUP, INC. (ASTORIA NY)

NY

12/07/1995 - 07/10/1996

LANDMARK INTERNATIONAL EQUITIES (WESTBURY NY)

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Licenses & Designations

BOTH

Issued 3/30/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 3/7/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 9/4/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/4/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Anthony Curtis Robinson.
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