Venice, FL Office
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Merrill
Institution
Firm-wide stats for Merrill
About
Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model‑based and discretionary strategies constructed by internal Chief Investment Office (CIO) teams and third‑party style managers and implements trading, account administration and custody support for individuals, high‑net‑worth clients, pension and profit‑sharing plans, corporations and charitable organizations.
Portfolio implementation varies by Strategy: some are model‑based where MAA implements CIO or style manager models, while others authorize third‑party Discretionary Managers to execute trades directly; the CIO also uses strategic and tactical asset allocation and offers “tax aware” versions of related strategies for higher tax‑sensitivity investors. Cash allocations are typically swept through the Bank’s Cash Sweep Program or invested in money market alternatives, and clients can request reasonable investment restrictions (which MAA may accept or decline and may have limited effect where Funds are used).
Several features in the brochure distinguish Merrill from many peers: as part of the Bank of America group it has affiliates that operate in swaps and derivatives markets and it has disclosed planned arrangements to receive “Support Fees” and to offer optional Data Analytics to third‑party firms beginning January 1, 2027 (the brochure notes Merrill will not receive Support Fees for accounts enrolled in the SPS Program). The firm also discloses multiple SEC administrative orders and related enforcement matters (including a 2025 order with a $25 million civil penalty related to cash sweep disclosures), and the Program materials do not present the SPS service as a source of standalone financial planning.
Based on Merrill
Location
Venice FL
Advisors at this office
2
Advisors at this office
Stephen H
Series 63, Series 65
Venice, FL
Merrill
Stephen Horiuchi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in assisting executives with managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or the sale of a business. Stephen also provides clients with access to Bank of America Private Bank services, including trust and estate planning, credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Stephen holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Marist College. In addition to his professional work, Stephen is engaged in community service through volunteer activities, reflecting the Merrill tradition of participating in the communities served.
Lawrence H
Series 63, Series 66
Venice, FL
Merrill
Lawrence Hurst is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. With over 32 years of experience at Merrill Lynch and a team combining 90 years of expertise, he focuses on delivering goal-based wealth management services tailored to individual, family, business, and not-for-profit clients. His approach includes investment planning, retirement income planning, educational expenses, estate planning, and philanthropy, emphasizing a consultative and personalized process. Lawrence holds the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He is a graduate of Franklin Pierce University with a bachelor's degree in Marketing. As a qualified Portfolio Manager, he manages personalized and defined investment strategies, including individual securities, Merrill Lynch model portfolios, and third-party investment options. In addition to his professional roles, Lawrence serves on the Board of Governors and Brotherhood of Temple Emanuel and has participated in the Headmaster's Council Parent Committee at St. John's Prep. He is also involved in several local charities and civic organizations. His personal interests include golfing, music, skiing, spending time with family, and traveling.
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