Morgan Stanley
47yrs
Top 1% by experience in Westlake Village
21yrs
Based in Westlake Village, California, Robert Clark is a fiduciary financial advisor with 21 years of industry experience. Robert joined Merrill in 2006, 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 645 advisors with offices in Westlake Village, and one of 575 fiduciaries.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 66% of advisors at Merrill
Office2815 Townsgate Rd, Westlake Village, CA 91361
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.
Series 66Uniform Combined State Law Examination
Career
- 2006 – nowMerrillCurrent firm
Questions to ask Robert
Tailored to Robert’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Robert’s local office at (805) 381-2678 or the Merrill main office at (800) 637-7455, and ask for Robert Clark.
How long has Robert been a financial advisor?
Robert has been in the industry since 2006, about 21 years. More experience than 66% of advisors at Merrill.
What licenses does Robert hold?
Series 66. 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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