Alberto F Cosio
Advisor at Merrill — Coral Gables, FL Alhambra Cir
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.
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.
Credentials
Series 65, Series 66
Experience Industry experience
33 years
Location
Coral Gables, FL 33134
Merrill
Institution
Alberto F. Cosio is a Private Wealth Advisor and partner in the Premia Group at Merrill Private Wealth Management, where he initially joined in 1992. With over 30 years of experience in financial services and advisory, Alberto focuses on working with global family groups, providing advice across various disciplines including wealth structuring, hedging, diversification strategies, and supporting business owners through significant liquidity events. His expertise extends to college education planning, corporate executive services, family wealth management strategies, international wealth management, legacy planning, liquidity management, and tax minimization. Alberto has also held leadership roles within Merrill as Managing Director in the Private Client group, focusing on Latin American clients.
Before joining Merrill, Alberto held senior leadership positions at Bernstein Global Wealth Management and Lehman Brothers in Miami, overseeing South Florida and Latin America operations. His early career included experience in corporate finance and commercial real estate lending at First National Bank of Chicago. He earned a Bachelor’s degree in economics from the College of the Holy Cross in 1983 and an MBA in Finance from the University of Michigan Ross School of Business in 1985. Alberto maintains professional credentials as a Personal Investment Advisor (PIA) and is fluent in English and Spanish.
Alberto is active in South Florida’s civic and community affairs and has served two terms on the Board of Camillus House, a nonprofit organization dedicated to serving the homeless community, where he also chaired the Development Committee. He is a member of the Americas Gateway chapter of YPO-WPO International, a global organization focused on leadership education for business leaders. Alberto is married to Sofia and they have four children. His personal interests include biking, cooking, golfing, hiking, horseback riding, hunting, traveling, yoga, and spending time with his family.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Coral Gables, FL Alhambra Cir
355 Alhambra Cir, Investment Solutions Group
Coral Gables FL 33134
Advisors at this office
76
Florida · Texas
33 years of industry experience
Bank Of America, N.A.
2014 - Present • 12 years
Miami, FL
Merrill
2009 - Present • 17 years
Miami, FL
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