Mordechai Schnur
Advisor at Merrill — Bedminster, NJ Crossroads Dr
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 63, Series 66
Experience Industry experience
22 years
Location
Bedminster, NJ 07921
Merrill
Institution
Mordechai Schnur is a Senior Financial Advisor at Merrill Lynch Wealth Management. He applies his extensive background in finance, including roles such as portfolio manager at a hedge fund and vice president of a trading desk at a major bank, to deliver wealth management and financial planning services. Since joining Merrill in 2020, he has leveraged the firm’s investment resources and the banking capabilities of Bank of America to support his clients.
Beginning his finance career in 1997, Mordechai worked as an analyst focused on risk arbitrage and convertible bonds before advancing to portfolio manager at Lipper & Co.'s Merger Fund. He then joined BNP Paribas in 2002 as Vice President managing risk arbitrage and convertible bond trading. Transitioning to wealth management in 2010 at Wells Fargo, he built a practice serving a diverse client base ranging from middle-income individuals to high-net-worth clients. His areas of expertise include corporate benefits, executive compensation, family wealth management strategies, portfolio management, and personal retirement planning.
Mordechai holds a Bachelor’s Degree from Yeshiva University and the Personal Investment Advisor (PIA) designation. He is committed to community involvement, volunteering with organizations such as The Brain Tumor Foundation. Outside of work, he enjoys basketball, fishing, traveling, and spending time with his family.
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.
Bedminster, NJ Crossroads Dr
1 Crossroads Dr
Bedminster NJ 07921
Advisors at this office
10
New Jersey · Texas
22 years of industry experience
Bank of America N.A.
2020 - Present • 6 years
Bedminster, NJ
Merrill
2020 - Present • 6 years
Bedminster, NJ
Wells Fargo Clearing
2016 - 2020 • 4 years
New York, NY
Wells Fargo Advisors Llc
2010 - 2016 • 6 years
New York, NY
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