Randel Evleth
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
Florham Park, NJ 07932
Credentials
CFP®, Series 63, Series 65
Industry experience
38 years
Randel Evleth is a Wealth Management Advisor and partner with the LE Group, a Wealth Management Advisory Team at Merrill Lynch Wealth Management. Since beginning his financial services career with Merrill in 1987, Randel has provided tailored wealth management advice and services to high-net-worth individuals and families for more than 30 years. His expertise spans areas including executive compensation, family wealth management strategies, legacy planning, retirement income, portfolio management, and socially responsible and values-based investing.
Randel holds multiple professional certifications, including the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Private Wealth Advisor® (CPWA®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). The CPWA® certification, administered by the Investments & Wealth Institute® and taught in conjunction with the University of Chicago Booth School of Business, has provided him with advanced training in the wealth life cycle—accumulation, preservation, and distribution—enabling him to assist clients with complex financial planning needs, including trust and estate issues. He earned a Bachelor’s degree in Political Science from Franklin & Marshall College in Lancaster, Pennsylvania.
Randel lives in Bernardsville, New Jersey, with his wife and their two children. He is actively involved in the Greater Somerset County YMCA and enjoys personal activities such as skiing, golfing, running, biking, swimming, baseball, watching movies, and woodworking.
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
100 Campus Dr
Florham Park, NJ 07932
New Jersey · Texas
Bank Of America, Na
2009 - Present (17 years)
Merrill
1987 - Present (39 years)
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