Brian Croutier
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
Great Neck, NY 11021
Credentials
Series 66
Industry experience
11 years
Brian Croutier is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial markets. He joined The Bresnahan Bosch Group in 2014 after a long tenure at ED&F Man in Manhattan, where he progressed from trading clerk to Head Broker/Trader in the Heating Oil commodities unit. Brian leverages his extensive trading background and business ownership experience to assist families and business owners in achieving their financial goals, specializing in retirement income, personal retirement planning, college education planning, corporate benefits, and employee benefits planning.
Brian holds a Bachelor's degree from the State University of New York system and maintains several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is actively involved in various community organizations such as Friends of Mercy Hospital, Developmental Disabilities Institute (DDI), CYO, and the Rockville Centre Chamber of Commerce.
Residing in Rockville Centre, NY, Brian balances his professional career with family life, spending time with his wife Judi and their two children. His personal interests include golfing, music, history, basketball, cooking, and football. He also contributes to charitable organizations on Long Island and coaches youth sports.
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
805 Northern Blvd
Great Neck, NY 11021
Connecticut · New York · Texas
Bank Of America, N.A.
2015 - Present (11 years)
Merrill
2014 - Present (12 years)
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