Michael Colledge
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
Florham Park, NJ 07932
Credentials
Series 63, Series 65
Industry experience
32 years
Michael Colledge is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1993, focusing on wealth management, financial planning, and portfolio advisory services. His client focus areas encompass a broad range of services, including corporate executive services, divorce transition planning, education planning, family wealth management strategies, and investment strategies for individuals and corporations, as well as services tailored to sports, entertainment, endowments, foundations, and non-profits.
Michael holds a Bachelor's degree in Economics from Dickinson College and a certification in Financial Management from the Donald T. Regan School of Advanced Financial Management. He has also completed executive training programs at the University of Pennsylvania's Wharton School of Business. His professional designations include Personal Investment Advisor (PIA). Michael is a member of the Villanova University School of Business Finance Department Advisory Council and is involved with the Lumen Institute. He has been recognized multiple times, including being named to Forbes Magazine’s "Best In-State Wealth Advisors" list for several consecutive years. Michael resides in Denville, New Jersey, with his wife Alicia and their two daughters, Victoria and Madeleine.
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
100 Campus Dr
Florham Park, NJ 07932
New Jersey · Texas
Bank of America, N.A.
2011 - Present (15 years)
Merrill
1993 - Present (33 years)
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