Scott Curtis
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, Series 65
Industry experience
42 years
Scott Curtis is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 40 years of experience. He works with affluent families, individual clients, and closely held businesses, collaborating with their tax advisors and estate planning attorneys to provide comprehensive financial guidance. His approach emphasizes tax-free and tax-deferred investments, managed strategies, and diversification through alternative investments. Each client portfolio is tailored to meet individual needs, with regular performance oversight and periodic reviews to help clients progress toward their goals.
Scott holds a Bachelor of Science degree from New York University and an M.B.A. from Baruch College. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His client focus areas include college education planning, divorce transition planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income planning.
He resides in East Hills, New York with his wife, Susan, and their two children. Scott’s personal interests include baseball, basketball, football, and ice hockey.
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
1983 - Present (43 years)
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Accountant / CPA / tax prep
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Lawyer
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