Hector Laffitte Rossy
Advisor at Merrill
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.
Location
San Juan, PR
Credentials
Series 63, Series 65
Industry experience
38 years
About
Hector Laffitte Rossy is the Senior Resident Director of Merrill Lynch Wealth Management's Puerto Rico branch office, serving the Miami, Naples, and Island Market. In this role, he focuses on building and maintaining strong client relationships through consistent and proactive communication, facilitating collaboration with specialists across the firm, and assisting with business development and strategic direction. Hector works directly with physicians, entrepreneurs, and business owners, helping to develop customized wealth management strategies that address the unique needs of their businesses and families.
Hector began his financial services career in 1987 and served as First Vice President and Senior Financial Advisor at another financial firm before joining Merrill Lynch in 2006. Since 2007, he has led the Puerto Rico branch office, bringing decades of experience that provide a broad perspective on financial markets and insight into challenges faced by affluent individuals. He holds a Bachelor's Degree in Economics from Sacred Heart University and pursued additional business and finance studies at the University of Puerto Rico-Mayagüez. Hector is a Personal Investment Advisor (PIA) and is fluent in English and Spanish.
A resident of San Juan, Puerto Rico, Hector lives with his wife. Outside of work, he enjoys growing coffee, serving as a barista, and surfing. He also dedicates time to volunteering with organizations in his community.
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
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Occupation focus
Founder/Business Owner
Doctor or Medical Professional
Fee options
$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
Location
San Juan, PR
Most active in
Hector L has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Bank Of America, Na
2009 - Present (17 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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