Westfield, NJ 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
Westfield NJ
Advisors at this office
2
Advisors at this office
Brian P
Series 63, Series 65
Westfield, NJ
Merrill
Brian Partridge is a financial advisor at Merrill with 25 years of industry experience. He has been with Merrill since 1995. He holds Series 63 and Series 65 licenses. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
Shubhro B
Series 66
Westfield, NJ
Merrill
Shubhro Bose is a Senior Vice President and International Wealth Advisor at Merrill Lynch Wealth Management, having joined the New York International office in 2003. He has over 25 years of experience in the financial services industry, focusing on family wealth management strategies, international wealth management, and managing new wealth. He provides personalized advice that considers every aspect of a client's life, drawing from his background of coming from a family of financial advisors. Shubhro graduated from the McDonough School of Business at Georgetown University in 1997 with a degree in Finance and International Business. He also completed the General Course Program at the London School of Economics and Political Science. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Additionally, he holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Shubhro is involved with the Georgetown Alumni Admissions Program and his team supports local community organizations such as The Taub Institute for Research and the Women's Education Project. He and his wife Konika, a physician, live in Westfield, New Jersey, and have three children.
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