Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
46yrs
Robert Sauer
Financial advisor at Merrill
Based in Boca Raton, Florida, Robert Sauer is a fiduciary financial advisor with 46 years of industry experience. Robert has been with Merrill since 1983. 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 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience46 years (since 1980)
How that compares ?Top 1% by experience in Florida
Office1 Town Center Rd, Boca Raton, FL 33486
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
- 1983 – nowMerrillCurrent firm
Contact Robert
(800) 637-7455Firm headquarters in New York, NY. Ask for Robert. 1 Town Center RdBoca Raton, FL 33486Office · 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 Merrill at (800) 637-7455 and ask for Robert Sauer. Robert works from the Boca Raton, FL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1980, about 46 years. Top 1% by experience in Florida.
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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