Carlos Torre
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 65
Industry experience
31 years
Carlos Torre is an International Private Wealth Manager with Merrill Lynch Wealth Management. He began his career with Merrill in 1994 and has held leadership roles, including Senior Resident Director - International for 10 years overseeing the Miami at The Falls office. In 2022, he was awarded the Merrill title of Managing Director. Carlos holds the CERTIFIED FINANCIAL PLANNER® certification and is registered with FINRA series 7, 31, 65, 63, 10, and 9. He is also a qualified Portfolio Advisor who provides clients with investment guidance using Merrill and approved third-party managers' strategies.
Carlos's expertise includes family wealth management, international wealth management, retirement planning, tax minimization, and complex cross-border wealth planning. He focuses on helping families simplify their financial lives through integrated services such as investment advisory, estate planning, banking, and liability management. His client service has been recognized by Forbes, naming him to the "Best-in-State Wealth Advisors" list from 2018 through 2024.
Carlos earned a Bachelor's degree in Business Administration from the University of Miami and an MBA from Northeastern University. He speaks both English and Spanish. Outside of work, Carlos enjoys boating, cooking, golfing, scuba diving, and spending time with his family. He serves as a board member for House of Hope for Costa Rican Children and is a troop leader for the Boy Scouts of America.
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, Pbig Florida Pwm Falls
Miami, FL 33176
Florida · Texas
Bank Of America, N.A.
2009 - Present (17 years)
Merrill
1994 - Present (32 years)
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