Ravit Kaye
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
Lynbrook, NY 11563
Credentials
Series 66
Industry experience
21 years
Ravit Kaye is the Senior Resident Director and Wealth Management Advisor at Merrill, where she leads the Long Island South Shore office and provides wealth management services to highly accomplished individuals and their families. She joined Merrill in 2005 and has since partnered with a select community of clients, including top law-firm partners, medical professionals, entertainment industry leaders, and senior executives. Her practice encompasses family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, and tax minimization, among other areas.
Ravit holds the Chartered Retirement Planning Counselor (CRPC) designation and is a Merrill qualified Portfolio Manager. She earned a Bachelor's degree from Baruch College and completed a non-accredited certificate program with the Israeli Defense Forces. Fluent in English and Hebrew and conversational in Spanish, she integrates a holistic and disciplined approach in aligning clients' personal and professional priorities with investment and wealth strategies.
In addition to her advisory role, Ravit is actively involved in several organizations, including the Merrill Advisor Growth Network, NAWBO NYC, and the Women’s Exchange on both the Long Island chapter and national leadership team. She resides in Lido Beach with her husband and three children.
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
266 Merrick Rd
Lynbrook, NY 11563
Connecticut · New York · Texas
Bank of America, N.A.
2011 - Present (15 years)
Merrill
2005 - Present (21 years)
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