Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
14yrs
Forrest Close
Financial advisor at Merrill
Forrest Close is a fiduciary financial advisor in Stamford, Connecticut, with 14 years in the industry. Forrest joined Merrill in 2015, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 937 advisors with offices in Stamford, and one of 883 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 51% of advisors at Merrill
Office301 Tresser Blvd, Stamford, CT 06901
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
- 2015 – nowMerrillCurrent firm
Contact Forrest
(800) 637-7455Firm headquarters in New York, NY. Ask for Forrest. 301 Tresser BlvdStamford, CT 06901Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Forrest
Tailored to Forrest’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Forrest
How do I contact Forrest?
Call Merrill at (800) 637-7455 and ask for Forrest Close. Forrest works from the Stamford, CT office.
How long has Forrest been a financial advisor?
Forrest has been in the industry since 2012, about 14 years. More experience than 51% of advisors at Merrill.
What licenses does Forrest hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Forrest a fiduciary?
Forrest is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Forrest paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Forrest 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.
Other advisors nearby
Oppenheimer & Co.
47yrs
Top 1% by experience in Stamford
Steward Partners Investment Advisory
47yrs
Top advisor by experience at Steward Partners Investment Advisory
Scholtz & Company
47yrs
Top 1% by experience in Stamford
Merrill
47yrs
Dennis Walston
Financial advisor
301 Tresser Blvd Office Of Cao - Awl Local Markets Organization
Stamford, CT 06901
Stamford, CT 06901
Top 1% by experience in Connecticut
New Edge Wealth
46yrs
Top advisor by experience at New Edge Wealth