Morgan Stanley
47yrs
Top advisor by experience in New York
30yrs
Based in New York, New York, Bryan Berthold is a fiduciary financial advisor with 30 years of industry experience. Bryan joined Merrill in 2009, after five years at Banc of America Investment Services and a year at Quick & Reilly. 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 14% by experience in New York
OfficeOne Bryant Park, New York, NY 10036
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 ?1 state
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
- 2009 – nowMerrillCurrent firm
- 2004 – 2009Banc of America Investment Services, Inc.Previously
- Jul 2003 – Oct 2004Quick & Reilly, Inc.Previously
Contact Bryan
(800) 637-7455Merrill main office One Bryant ParkNew York, NY 10036Office · Get directions
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Questions to ask Bryan
Tailored to Bryan’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 Bryan
How do I contact Bryan?
Call Merrill at (800) 637-7455 and ask for Bryan Berthold. Bryan works from the New York, NY office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 1997, about 30 years. Top 14% by experience in New York.
What licenses does Bryan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Bryan 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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