Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
13yrs
Caryn Halbrecht
Financial advisor at Merrill
Caryn Halbrecht has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Stamford, Connecticut. After a year at Private Advisor Group and a year at LPL Financial, Caryn joined Merrill in 2016, 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
Experience13 years (since 2014)
How that compares ?13 years in the industry
OfficeStamford, CT
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.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowMerrillCurrent firm
- Dec 2014 – May 2016Private Advisor Group, LLCPreviously
- Apr 2014 – Dec 2014LPL Financial LLCPreviously
Contact Caryn
(800) 637-7455Firm headquarters in New York, NY. Ask for Caryn. Stamford, CTOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Caryn
Tailored to Caryn’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 Caryn
How do I contact Caryn?
Call Merrill at (800) 637-7455 and ask for Caryn Halbrecht. Caryn works from the Stamford, CT office.
How long has Caryn been a financial advisor?
Caryn has been in the industry since 2014, about 13 years. 13 years in the industry.
What licenses does Caryn hold?
Series 66. Tap any license on this page to see what it allows.
Is Caryn a fiduciary?
Caryn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caryn paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Caryn 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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