Morgan Stanley
46yrs
Top advisor by experience in San Mateo
42yrs
Based in San Mateo, California, Robert Haeusslein is a fiduciary financial advisor with 42 years of industry experience. Robert joined Merrill in 1991, 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 354 advisors with offices in San Mateo, and one of 321 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in California
Office101 S Ellsworth Ave, San Mateo, CA 94401
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
- 1991 – nowMerrillCurrent firm
Contact Robert
Local office(650) 579-3000Ask for Robert. (800) 637-7455Main office · New York, NY 101 S Ellsworth AveSan Mateo, CA 94401Office · Get directions
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Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call Robert’s local office at (650) 579-3000 or the Merrill main office at (800) 637-7455, and ask for Robert Haeusslein.
How long has Robert been a financial advisor?
Robert has been in the industry since 1984, about 42 years. Top 2% by experience in California.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert 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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