Carlos Alberto Torre
Advisor at Merrill — Miami, FL SW 136th St
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 63, Series 65
Experience Industry experience
32 years
Location
Miami, FL 33176
Merrill
Institution
Carlos Torre is an International Private Wealth Manager with Merrill Lynch Wealth Management, where he has been since 1994. He holds multiple FINRA registrations, including series 7, 31, 65, 63, 10, and 9, and the CERTIFIED FINANCIAL PLANNER (CFP) certification. Carlos has over 20 years of experience at Merrill, during which he served as Senior Resident Director - International, overseeing the Miami at The Falls office for 10 years. He was named to the Forbes Best-in-State Wealth Advisors list from 2018 through 2026 and was awarded the Merrill Title of Managing Director in 2022.
Carlos earned his Bachelor's degree in Business Administration from the University of Miami and an MBA from Northeastern University. He is a qualified Portfolio Advisor capable of recommending individual or combined investment strategies, funds, or portfolios, including Merrill or approved third-party managers' options. His practice focuses on serving families by integrating investment advisory, estate planning services, complex cross-border wealth planning, retirement planning, banking services, and liability management.
Fluent in English and Spanish, Carlos is involved in his community as a Boy Scouts of America troop leader and serves on the board for the House of Hope for Costa Rican Children. Outside of work, he enjoys boating, cooking, golfing, scuba diving, 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.
Miami, FL SW 136th St
8840 SW 136th St, Pbig Florida Pwm Falls
Miami FL 33176
Advisors at this office
29
Florida · Texas
32 years of industry experience
Bank Of America, N.A.
2009 - Present • 17 years
Miami, FL
Merrill
1994 - Present • 32 years
Coral Gables, FL
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