Miguel Angel De La Torre
Advisor at Merrill — Cedar Hill, TX
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.
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.
Credentials
Series 66
Experience Industry experience
5 years
Location
Cedar Hill, TX 75104
Merrill
Institution
Miguel De La Torre is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop personalized wealth management strategies that align with their unique financial goals. He emphasizes understanding each client's full financial picture to create adaptable plans suited for today’s dynamic market conditions, utilizing insights from Merrill and solutions offered by Bank of America.
Miguel holds a Bachelor's Degree from Universidad del Sagrado Corazon and has earned the Personal Investment Advisor (PIA) professional designation. He is committed to working closely with clients one-on-one to pursue their long-term financial objectives. Additionally, Miguel actively participates in community service, dedicating time to volunteer with local organizations in line with Merrill’s tradition of community involvement.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Cedar Hill, TX
156 W Belt Line Rd
Cedar Hill TX 75104
Advisors at this office
3
Texas
5 years of industry experience
BANK of AMERICA, N.A.
2022 - Present • 4 years
Midlothian, TX
Merrill
2022 - Present • 4 years
Midlothian, TX
Fidelity Investments
2021 - 2022 • 1 year
Westlake, TX
Best Buy
2014 - 2021 • 7 years
Fort Worth, TX
University of Texas at Arlington
2013 - 2020 • 7 years
Arlington, TX
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Real estate agent
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Other specialized services
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Is not active or affiliated with:
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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