RBC Capital Markets
44yrs
Top advisor by experience in White Plains
26yrs
Based in White Plains, New York, Robin Ely is a fiduciary financial advisor with 26 years of industry experience. Robin joined Merrill in 2012, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 339 advisors with offices in White Plains, and one of 294 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 24% by experience at Merrill
Office360 Hamilton Ave, White Plains, NY 10601
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowMerrillCurrent firm
Contact Robin
Local office(914) 682-5537Ask for Robin. (800) 637-7455Main office · New York, NY 360 Hamilton AveWhite Plains, NY 10601Office · Get directions
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Questions to ask Robin
Tailored to Robin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robin
How do I contact Robin?
Call Robin’s local office at (914) 682-5537 or the Merrill main office at (800) 637-7455, and ask for Robin Ely.
How long has Robin been a financial advisor?
Robin has been in the industry since 2000, about 26 years. Top 24% by experience at Merrill.
What licenses does Robin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robin a fiduciary?
Robin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robin paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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