Louis Chiavacci
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
Coral Gables, FL 33134
Credentials
Series 63, Series 65
Industry experience
39 years
Louis Chiavacci is a Private Wealth Advisor with Merrill Private Wealth Management. He has over thirty years of experience providing wealth management advice to high net-worth families. Prior to joining Merrill, Louis spent eleven years as a Private Wealth Advisor and Vice President at Goldman Sachs Private Client Services in New York and Miami. He holds professional designation as a Personal Investment Advisor (PIA).
Louis attended the United States Naval Academy and earned both a Bachelor of Science degree with honors and a Master of Business Administration from Indiana University. At Indiana University, he served as an Associate Instructor of Financial Accounting. Outside of his role in wealth management, Louis is involved in education, serving as a volunteer adjunct professor at the University of Miami Graduate School of Law. There, he helped develop an investment course for attorneys pursuing a master's degree in estate tax law. He also collaborated with Indiana University's Graduate School of Business to develop a live portfolio management course focused on investment principles.
In addition, Louis serves on the board of the University of Miami Center for Ethics & Public Services and has developed and taught financial literacy courses for members of economically challenged communities. He is a graduate of the FBI Citizens Academy. Louis has been recognized on multiple occasions by Forbes, Barron's, and the Financial Times in lists honoring top financial advisors and wealth management teams.
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
355 Alhambra Cir
Coral Gables, FL 33134
Florida · Texas
Bank Of America, N.a.
2011 - Present (15 years)
Merrill
1997 - Present (29 years)
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