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Advisors / Michigan / Bloomfield Hills
39yrs

Robert Cunningham

Financial advisor at Merrill

Robert Cunningham is a fiduciary financial advisor in Bloomfield Hills, Michigan, with 39 years in the industry. Robert joined Merrill in 2016, after six years at Morgan Stanley. 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 647 advisors with offices in Bloomfield Hills, and one of 606 fiduciaries.

Bloomfield Hills, MI 48304Top 5% by experience at MerrillFiduciary advisor
Call the officeDirections

At a glance

Experience39 years (since 1987)
How that compares ?Top 5% by experience at Merrill
Office39577 Woodward Ave, Bloomfield Hills, MI 48304
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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2016 – now
    MerrillCurrent firm
  2. 2010 – 2016
    Morgan StanleyPreviously

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 (248) 647-3300 or the Merrill main office at (800) 637-7455, and ask for Robert Cunningham.

How long has Robert been a financial advisor?

Robert has been in the industry since 1987, about 39 years. Top 5% by experience at Merrill.

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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