Michael Fuschetto

Advisor at Merrill

Updated today

Location

Greenwich, CT 06830

Credentials

Series 66

Industry experience

7 years

About

Michael Fuschetto is a Financial Advisor with Merrill Lynch Wealth Management. He works with business owners, entrepreneurs, professionals, and corporate executives across various industries to help them stay aligned with their financial goals and manage investment risk.

Michael’s expertise encompasses client focus areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, socially responsible and ESG investing, as well as individual and corporate investment strategies. Drawing on his background in finance and start-up ventures, he has developed relationships with professionals in diverse sectors including corporate and IT executives, realtors, CPAs, attorneys, medical, pharmaceutical, energy industries, and general contracting.

He holds a Bachelor’s Degree from American University and is a Personal Investment Advisor (PIA). Michael is fluent in English and Portuguese. Outside of his professional role, he has interests that include biking, billiards, cooking, dancing, reading, tennis, and traveling.

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

Expertise

Retirement income strategy Wealth management ESG / Sustainable investing Business ownership considerations

Occupation focus

Founder/Business Owner Executive Technology Professional Attorney Doctor or Medical Professional

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$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)

Other

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

2 Pickwick Plz

Greenwich, CT 06830

Most active in

Connecticut · Texas

Work history

Bank of America N.A.

2022 - Present (4 years)

Merrill

2022 - Present (4 years)

Morgan Stanley Private Bank, N.A.

2019 - Present (7 years)

Morgan Stanley

2019 - 2021 (2 years)

Spirit of America Management Corp

2018 - 2019 (1 year)

David Lerner Associates Inc.

2018 - 2019 (1 year)

Residential Resq

2018 - 2018 (1 year)

Juste Hor Doevvers

2017 - 2018 (1 year)

Unemployed

2016 - 2017 (1 year)

Connecticut Basement Systems

2011 - 2016 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Deirdre S

CFP®

Mamaroneck, NY

Sparrow Wealth Management

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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Norwalk, CT

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Divorce financial planning Business exit / sale strategy Real estate investing Options & derivatives strategies
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Wealth management Passive / index investing General retirement planning
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Fabian D

CFP®, CFA®

White Plains, NY

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Options & derivatives strategies Divorce financial planning
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Gabriel N

CFA®

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Options & derivatives strategies
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Antonio T

CFP®, Series 63

White Plains, NY

Financial Planning Associates, LLC

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Wealth management College savings (529s, UTMA, etc.) Annuities Real estate investing
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