Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert A Russak is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Robert is also registered in several states as an investment advisor. Robert has been working in the financial services industry since 2008. Robert has a wide range of experience in the industry having worked at several firms including Morgan Stanley and Wells Fargo.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
10/18/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WHITE PLAINS NY)
CT
06/06/2019 - 09/29/2021
MORGAN STANLEY (Greenwich CT)
NY
08/10/2011 - 05/28/2019
WELLS FARGO CLEARING SERVICES, LLC (WHITE PLAINS NY)
NY
08/19/2008 - 04/08/2010
KENMAR SECURITIES INC. (NEW YORK NY)
NY
05/02/2008 - 07/24/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 02/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/29/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/14/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2008
Series 3 - National Commodity Futures Examination
BC
Issued 05/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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
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