Richard Dileonardo
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
Great Neck, NY 11021
Credentials
Series 63
Industry experience
33 years
Richard Dileonardo is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1987 and specializes in goals-based wealth management, placing clients' objectives and circumstances at the center of the integrated strategies he develops. Richard assists clients in creating and implementing strategies aimed at responsible asset growth in favorable markets and improved downside protection during challenging conditions. His approach emphasizes helping clients achieve personally meaningful life goals through creative financial strategies, risk management, and wealth structuring, including pre- and post-retirement liquidity preparation.
Richard holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation from the College for Financial Planning. He earned a Bachelor of Science degree in Finance from St. John's University – Peter J. Tobin College of Business. Residing in Massapequa, Richard lives with his wife Christine and their four children. Outside of his professional work, he enjoys cooking, golfing, running, and spending time with his family.
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
805 Northern Blvd
Great Neck, NY 11021
New York · Texas
Bank of America, NA
2009 - Present (17 years)
Merrill
1992 - Present (34 years)
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