RBC Capital Markets
47yrs
Top advisor by experience in Stuart
5yrs
Robert Steele
Financial advisor at Merrill
Robert Steele is a fiduciary financial advisor in Stuart, Florida, with 5 years in the industry. Robert joined Merrill in 2025, after four 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 263 advisors with offices in Stuart, and one of 227 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office2301 SE Monterey Rd, Stuart, FL 34996
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
- Jun 2025 – nowMerrillCurrent firm
- 2021 – 2025Morgan StanleyPreviously
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 Merrill at (800) 637-7455 and ask for Robert Steele. Robert works from the Stuart, FL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2021, about 5 years. 5 years in the industry.
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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