Merrill
47yrs
Top advisor by experience in Red Bank
17yrs
Stephen Putorte
Financial advisor at Merrill
Stephen Putorte has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Red Bank, New Jersey. Stephen has been with Merrill since 2019; before that, Stephen spent a year at Morgan Stanley. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 722 advisors with offices in Red Bank, and one of 670 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 57% of advisors at Merrill
Office77 Broad St, Red Bank, NJ 07701
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
- 2019 – nowMerrillCurrent firm
- May 2018 – Aug 2019Morgan StanleyPreviously
Contact Stephen
Local office(732) 530-3019Ask for Stephen. (800) 637-7455Main office · New York, NY 77 Broad StRed Bank, NJ 07701Office · Get directions
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- 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 Stephen
How do I contact Stephen?
Call Stephen’s local office at (732) 530-3019 or the Merrill main office at (800) 637-7455, and ask for Stephen Putorte.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2010, about 17 years. More experience than 57% of advisors at Merrill.
What licenses does Stephen hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Stephen 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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