Michael Fisher
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
Summit, NJ 07901
Credentials
Series 66
Industry experience
21 years
Michael Fisher is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2003. In his role, he manages the investment side of the business by implementing the wealth management process, analyzing client accounts, conducting investment manager reviews, and preparing customized proposals and portfolio reviews. Michael provides traditional financial advice and guidance, helping clients pursue their investment objectives through a variety of Merrill or approved third-party investment strategies, funds, and portfolios.
His areas of expertise include equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Michael holds FINRA Series 7 and 66 registrations, Life and Health insurance licenses, and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree in marketing management from the Pamplin School of Business at Virginia Polytechnic Institute and State University.
Michael lives in Brielle, New Jersey, with his wife Stephanie and their two children, Mason and Kyra. Outside of work, he enjoys adventure sports such as surfing, snowboarding, skiing, hiking, and fishing, as well as spending time boating and traveling. He is involved in community activities through his volunteer work with the Surfrider Foundation, a nonprofit dedicated to protecting oceans, waves, and beaches.
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
1 Deforest Ave
Summit, NJ 07901
California · New Jersey · Texas
Bank Of America Na
2011 - Present (15 years)
Merrill
2004 - Present (22 years)
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