RBC Capital Markets
47yrs
Top advisor by experience in Beverly Hills
44yrs
Michael Burchieri
Financial advisor at Merrill
Michael Burchieri is a fiduciary financial advisor in Beverly Hills, California, with 44 years in the industry. After 17 years at UBS Financial Services, Michael joined Merrill in 2016, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 701 advisors with offices in Beverly Hills, and one of 647 fiduciaries.
At a glance
Experience44 years (since 1983)
How that compares ?Top 1% by experience in California
Office101 S Rodeo Dr, Beverly Hills, CA 90212
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowMerrillCurrent firm
- 1999 – 2016UBS Financial Services Inc.Previously
Contact Michael
(800) 637-7455Firm headquarters in New York, NY. Ask for Michael. 101 S Rodeo DrBeverly Hills, CA 90212Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Merrill at (800) 637-7455 and ask for Michael Burchieri. Michael works from the Beverly Hills, CA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1983, about 44 years. Top 1% by experience in California.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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