RBC Capital Markets
44yrs
Top advisor by experience in White Plains
18yrs
Bob Grenier
Financial advisor at Merrill
Bob Grenier has worked in the financial industry for 18 years and is a fiduciary financial advisor based in White Plains, New York. Bob has been with Merrill since 2008. 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 339 advisors with offices in White Plains, and one of 294 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 60% of advisors 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 ?1 state
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
- 2008 – nowMerrillCurrent firm
Contact Bob
(800) 637-7455Firm headquarters in New York, NY. Ask for Bob. 360 Hamilton AveWhite Plains, NY 10601Office · Get directions
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Questions to ask Bob
Tailored to Bob’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
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About Bob
How do I contact Bob?
Call Merrill at (800) 637-7455 and ask for Bob Grenier. Bob works from the White Plains, NY office.
How long has Bob been a financial advisor?
Bob has been in the industry since 2008, about 18 years. More experience than 60% of advisors at Merrill.
What licenses does Bob hold?
Series 66. Tap any license on this page to see what it allows.
Is Bob a fiduciary?
Bob is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bob paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Bob 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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