Morgan Stanley
46yrs
Top advisor by experience in Melville
32yrs
Mallory Brenner
Financial advisor at Merrill
Mallory Brenner has worked in the financial industry for 32 years and is a fiduciary financial advisor based in Melville, New York. After 18 years at Citigroup Global Markets and five years at Citicorp Investment Services, Mallory joined Merrill in 2025, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Mallory holds the CFP® designation.
One of 1293 advisors with offices in Melville, and one of 1085 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 12% by experience at Merrill
Office300 Broadhollow Rd, Melville, NY 11747
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowMerrillCurrent firm
- 2007 – 2025Citigroup Global Markets Inc.Previously
- 2002 – 2007Citicorp Investment ServicesPreviously
Contact Mallory
Local office(631) 351-5000Ask for Mallory. (800) 637-7455Main office · New York, NY 300 Broadhollow RdMelville, NY 11747Office · Get directions
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Questions to ask Mallory
Tailored to Mallory’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mallory
How do I contact Mallory?
Call Mallory’s local office at (631) 351-5000 or the Merrill main office at (800) 637-7455, and ask for Mallory Brenner.
How long has Mallory been a financial advisor?
Mallory has been in the industry since 1994, about 32 years. Top 12% by experience at Merrill.
What licenses does Mallory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mallory a fiduciary?
Mallory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mallory paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mallory 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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