Anthony Scicchitano

Advisor at Merrill

Updated today

Location

Miami, FL 33176

Credentials

Series 63, Series 66

Industry experience

19 years

About

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.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Retirement income strategy General retirement planning Retirement withdrawal strategies Tax-loss harvesting

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Gen Y/Millennials (Born 1980-1995) Mid-Career Professionals Parents

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Fee options

Percentage

$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)

Other

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

Location

8840 Sw 136 Th St

Miami, FL 33176

Most active in

Florida · Texas

Work history

Bank Of America, N.a.

2011 - Present (15 years)

MERRILL LYNCH

2011 - Present (15 years)

Shay Financial Services, Inc.

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael L

Series 63, Series 65

Coral Gables, FL

Ladin Financial Group, Inc.

Michael Ladin is the principal of Ladin Financial Group, Inc., an independent advisory firm based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory work, he owns and operates Ladin Consulting Group, Inc., which involves insurance sales, and American Outback Expeditions, a vacation rental business. Ladin Financial Group provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a modern portfolio theory approach with globally diversified portfolios and often delegates security selection and trading to outside managers while retaining oversight and model selection responsibilities.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.)
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Lawrence W

CFP®, ChFC®, Series 63, Series 65

Miami Beach, FL

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Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Passive / index investing
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Real estate investing
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Coral Gables, FL

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Annuities Real estate investing College savings (529s, UTMA, etc.)
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Coral Gables, FL

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Ernesto Moreno is a financial advisor at MULTUS Asset Management with 14 years of industry experience. He holds a Series 65 designation and has been involved with MULTUS LLC, First Capital & Supplies, and MULTUS Consulting since 2009-2010. He is also a stakeholder in MULTUS Consulting C.A., a financial and economics consulting firm based in Venezuela. MULTUS Asset Management provides discretionary investment advisory services to high-net-worth individuals and private companies, combining macroeconomic analysis with fundamental research across a diverse range of securities. The firm serves a meaningful non-U.S. client base and incorporates sovereign and emerging-market instruments in its investment approach.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Melissa V

Series 65

Miami Beach, FL

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College savings (529s, UTMA, etc.)
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