Abraham Fishweicher
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Paramus, NJ 07652
Credentials
Series 63
Industry experience
43 years
Abraham Fishweicher is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, bringing over 25 years of experience in financial advising. He works with affluent clients across the Tri-State area and nationwide, including professional entertainers, physicians, senior financial executives, attorneys, business owners, retirees, and non-profit organizations. His focus areas include family wealth management strategies, liquidity management, personal retirement planning, portfolio management, sports and entertainment, tax minimization, and retirement income.
Before joining Merrill Lynch Wealth Management in 1980, Abe gained experience at Paine Webber and Prudential Bache Securities, beginning his career in auditing, specifically auditing broker dealer firms. He holds a Bachelor's degree from Roosevelt University in Chicago, where he also played on the basketball team. Abe is a Personal Investment Advisor (PIA) and applies his accounting background to emphasize tax efficiency and integrate various components of clients’ financial circumstances.
Abe and his team customize client portfolios across multiple asset classes, utilizing research from Merrill and other Wall Street resources to align portfolios with clients’ goals and risk tolerance. He emphasizes educating clients on asset allocation and maintaining disciplined portfolio rebalancing. Outside of work, Abe serves on his synagogue’s board, enjoys traveling, and follows baseball, basketball, and football. He lives in Fair Lawn, New Jersey, with his wife Renee and their four children.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
115 W Century Rd
Paramus, NJ 07652
New Jersey · Texas
Bank Of America,Na
2009 - Present (17 years)
Merrill
1990 - Present (36 years)
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