Brett Albinson
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
Florham Park, NJ 07932
Credentials
Series 66
Industry experience
8 years
Brett Albinson is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the five-person, multigenerational wealth management team known as The LL Group. He works closely with individuals and families to help them make financial decisions tailored to their unique circumstances and goals. Brett's clientele ranges from young professionals seeking advice on retirement savings and budgeting strategies to highly compensated executives reviewing stock option strategies.
Brett specializes in a holistic approach to wealth accumulation, preservation, and distribution for high-net-worth individuals and their families. He has expertise in assisting executives at publicly traded companies with equity compensation, including stock and option positions, focusing on tax efficiency during career transitions. As a Senior Portfolio Advisor, he manages customized investment strategies using Merrill model portfolios and select third-party investments. Brett holds FINRA Series 7 and Series 66 registrations, Life and Health Insurance licenses, and the Certified Plan Fiduciary Advisor® (CPFA®) designation. He also carries the designations Accredited Portfolio Management Advisor (APMA), Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).
Originally from Bangor, Pennsylvania, Brett graduated from Allegheny College with a Bachelor's degree in Economics, where he was a four-year member of the varsity football team. He remains connected to Allegheny College as a registered career mentor. Brett is involved in professional organizations such as Friends Of Allegheny Football, Morristown Chamber of Commerce, and Slate Belt Chamber of Commerce, and participates in community initiatives including Toys for Tots. He resides in Weehawken, New Jersey with his wife Jessica and enjoys walking his rescue dog Tilly along the Hudson River, playing golf, and staying active in his local community.
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
100 Campus Dr
Florham Park, NJ 07932
New Jersey · Pennsylvania · Texas
Bank Of America, N.a.
2017 - Present (9 years)
Merrill
2017 - Present (9 years)
Subsystem Technologies
2015 - 2017 (2 years)
Allegheny College
2013 - 2017 (4 years)
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