Kenneth Coto
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 33131
Credentials
Series 63, Series 65
Industry experience
26 years
Kenneth Coto is a Private Wealth Advisor and partner in the Gonzalez & Associates advisory practice within Merrill Private Wealth Management. He leads a multi-generational team of eight professionals dedicated to helping ultra-affluent, global families preserve, grow, and transfer their wealth. His team focuses on relieving clients of certain financial responsibilities, enabling them to concentrate on wealth creation. Their services encompass wealth transfer, investment management, lending, liquidity management, and related financial goals.
Ken joined Merrill Lynch Wealth Management in 2004 and has over 20 years of experience in the financial services industry. Before that, he worked at Deutsche Bank Securities in New York as a fixed income salesperson. His areas of client focus include corporate executive services, education planning, family wealth management strategies, international wealth management, liquidity management, managing new wealth, and tax minimization.
He holds a bachelor's degree from Georgetown University and a master's degree from New York University’s Stern School of Business. Ken has earned the Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) designations. He is a native of Miami, Florida, where he resides with his wife and three children in Key Biscayne. In addition to his professional commitments, Ken is involved in his community as a team manager for the Key Biscayne Soccer Club and serves on the Village of Key Biscayne Athletics Advisory Board and the Grant Committee for the Key Biscayne Community Foundation. His personal interests include boating, skiing, soccer, and spending time with his family.
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
701 Brickell Ave
Miami, FL 33131
Florida · Texas
Bank Of America, N.A.
2013 - Present (13 years)
Merrill
2004 - Present (22 years)
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