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Forbes Lists

#241
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#3
Massachusetts - State
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.
Source: Forbes.com (Awarded Nov 2023) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

Focus Area / Customer Base

Our client base includes multi-generational UHNW families and individuals. We focus on disciplined financial planning.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.  

Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp. 
 
Investment products: 
Are Not FDIC Insured  Are Not Bank Guaranteed  May Lose Value 
Contact Carl
carl.cafaro@ml.com
(617) 243-8046
2221 Washington Street, Newton, Massachusetts 02462
Asset Summary
As of Jun, 2023
$5M
Min Account Size For New Business
$5-120M
Typical Size Of Households
$12.5-40M
Typical Net Worth Of Relationships
$5.1B
Team Assets (Custodied)