Robert Eberlin
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Robert Eberlin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the Chartered Financial Analyst® (CFA®) designation, the Chartered Alternative Investment Analyst® (CAIA®) designation, and the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, making him one of only three advisors within Merrill Lynch Wealth Management's division of over 15,000 advisors to have achieved all three designations. He has been a financial advisor for over 12 years with Merrill Lynch and has over 17 years of investment experience.
Mr. Eberlin graduated from Bates College with a Bachelor of Science degree in Economics. He is also a graduate of Iolani School and Philips Academy. His expertise includes college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income planning.
He lives in Hawaii Kai with his wife and four children. In his free time, Robert enjoys coaching youth basketball and has been involved in his community through youth sports.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
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
Expertise
Wealth management
Retirement income strategy
Income planning
Retirement withdrawal strategies
Concentrated stock management
Location
1003 Bishop St
Honolulu, HI 96813
Most active in
Robert E has reported serving >5 clients in these states in the last 12 months.
Hawaii · Texas
Work history
Bank of America, N.A.
2011 - Present (15 years)
Merrill
2008 - Present (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Gregory G
Series 63, Series 65
Honolulu, HI
The Retirement Optimization Group, LLC
Andrew G
Series 63, Series 66
Honolulu, HI
Seacap Advisors, LLC
Wilson W
Series 65
Honolulu, HI
HFIR LLC
Daniel H
Series 65
Honolulu, HI
ECS Wealth Strategies
Howard H
CFP®, Series 63, Series 65
Honolulu, HI
Apollo Wealth Management, Ltd.
Jeffery L
CFP®, Series 63, Series 65
Honolulu, HI
CRL Advisors
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