Merrill
45yrs
Top advisor by experience in Pittsford
30yrs
Susan Acker
Financial advisor at Merrill
Based in Pittsford, New York, Susan Acker is a fiduciary financial advisor with 30 years of industry experience. Susan has been with Merrill since 2021; before that, Susan spent a year at Morgan Stanley & Co. and a year at Morgan Stanley DW. 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 364 advisors with offices in Pittsford, and one of 305 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience at Merrill
Office1241 Pittsford Victor Rd, Pittsford, NY 14534
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
- Apr 2007 – Mar 2008Morgan Stanley & Co. LLCPreviously
- Jun 2006 – Apr 2007Morgan Stanley DW Inc.Previously
Questions to ask Susan
Tailored to Susan’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 Susan
How do I contact Susan?
Call Merrill at 800-637-7455 and ask for Susan Acker. Susan works from the Pittsford, NY office.
How long has Susan been a financial advisor?
Susan has been in the industry since 1996, about 30 years. Top 16% by experience at Merrill.
What licenses does Susan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Susan a fiduciary?
Susan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Susan paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Susan 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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