LPL Financial
47yrs
Top advisor by experience in San Diego
34yrs
Based in San Diego, California, Robert Rose is a fiduciary financial advisor with 34 years of industry experience. Robert has been with Merrill since 2008; before that, Robert spent two years at Morgan Stanley & Co. and ten years at Morgan Stanley DW. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience in San Diego
Office12830 EL Camino Real, San Diego, CA 92130
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
- 2008 – nowMerrillCurrent firm
- Apr 2007 – Dec 2008Morgan Stanley & Co. LLCPreviously
- 1997 – 2007Morgan Stanley DW Inc.Previously
Contact Robert
Local office(858) 677-1300Ask for Robert. (800) 637-7455Main office · New York, NY 12830 EL Camino RealSan Diego, CA 92130Office · 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 (858) 677-1300 or the Merrill main office at (800) 637-7455, and ask for Robert Rose.
How long has Robert been a financial advisor?
Robert has been in the industry since 1992, about 34 years. Top 9% by experience in San Diego.
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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