Anthony Scicchitano
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
Miami, FL 33176
Credentials
Series 63, Series 66
Industry experience
19 years
Anthony Scicchitano is an International Wealth Advisor with Merrill Lynch Wealth Management, where he has worked since 2011. He has been active in the financial services industry since 2005. Before joining Merrill Lynch as a Financial Advisor, Anthony worked as an Analyst with an asset management firm specializing in fixed income products. He holds FINRA Series 7, 63, and 66 registrations.
Anthony is a qualified Portfolio Manager and holds several professional designations, including Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In his role, Anthony can manage personalized or defined strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His client focus areas include family wealth management strategies, international wealth management, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income.
Anthony earned a bachelor's degree from Florida International University, double majoring in finance and management information systems. He is bilingual in Spanish and English. Born and raised in suburban Philadelphia, Anthony has lived in Miami since 2001. He resides in The Falls area with his wife, Christina, and their two sons. Outside of work, Anthony enjoys adventure sports, golfing, soccer, spending time with his family, and watching movies.
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
8840 Sw 136 Th St
Miami, FL 33176
Florida · Texas
Bank Of America, N.a.
2011 - Present (15 years)
MERRILL LYNCH
2011 - Present (15 years)
Shay Financial Services, Inc.
2006 - Present (20 years)
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Accountant / CPA / tax prep
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