Cetera Investment Advisers
47yrs
Top advisor by experience in Staten Island
35yrs
Alan Friedman
Financial advisor at Merrill
Alan Friedman is a fiduciary financial advisor in Staten Island, New York, with 35 years in the industry. Alan joined Merrill in 2021, 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 246 advisors with offices in Staten Island, and one of 204 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience at Merrill
Office900 South Ave, Staten Island, NY 10314
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
- 2021 – nowMerrillCurrent firm
Contact Alan
Local office(718) 494-5500Ask for Alan. (800) 637-7455Main office · New York, NY 900 South AveStaten Island, NY 10314Office · Get directions
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Questions to ask Alan
Tailored to Alan’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 Alan
How do I contact Alan?
Call Alan’s local office at (718) 494-5500 or the Merrill main office at (800) 637-7455, and ask for Alan Friedman.
How long has Alan been a financial advisor?
Alan has been in the industry since 1991, about 35 years. Top 8% by experience at Merrill.
What licenses does Alan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Alan 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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