Paul Maletsky
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
Short Hills, NJ 07078
Credentials
Series 63, Series 66
Industry experience
22 years
Paul Maletsky is a Senior Financial Advisor at Merrill Lynch Wealth Management in Short Hills, New Jersey. In this role, he works with individuals and families to understand their financial situation, risk tolerance, time horizon, and liquidity needs. Paul helps clients articulate their short- and long-term goals and recommends financial strategies aligned with their objectives. He combines personalized service with investment insights from Merrill and the banking services of Bank of America.
Paul holds FINRA Series 7, 55, 63, and 66 registrations and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor’s degree in Engineering from Lafayette College. Prior to joining Merrill Lynch Wealth Management in 2013, Paul worked as an equity trader and held positions in analysis and portfolio management on Wall Street. He also spent three years as a Managing Director at a consulting firm specializing in community banking.
Outside of his professional work, Paul enjoys golfing, spending time with his family, and traveling. His approach emphasizes understanding clients’ values and goals through one-on-one communication to help them pursue their life goals and plan their legacy.
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
51 John F Kennedy Pkwy
Short Hills, NJ 07078
New Jersey · Texas
Bank Of America, N.a.
2013 - Present (13 years)
Merrill Lynch, Pierce, Fenner And Smith Incorporated
2013 - Present (13 years)
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