J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
22yrs
Andres Mesa
Financial advisor at Merrill
Based in Miami, Florida, Andres Mesa is a fiduciary financial advisor with 22 years of industry experience. Andres has been with Merrill since 2004. 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 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 22% by experience in Miami
Office701 Brickell Ave, Miami, FL 33131
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 ?2 states
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
- 2004 – nowMerrillCurrent firm
Contact Andres
Local office(305) 995-9296Ask for Andres. (800) 637-7455Main office · New York, NY 701 Brickell AveMiami, FL 33131Office · Get directions
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Questions to ask Andres
Tailored to Andres’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
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About Andres
How do I contact Andres?
Call Andres’s local office at (305) 995-9296 or the Merrill main office at (800) 637-7455, and ask for Andres Mesa.
How long has Andres been a financial advisor?
Andres has been in the industry since 2004, about 22 years. Top 22% by experience in Miami.
What licenses does Andres hold?
Series 66. Tap any license on this page to see what it allows.
Is Andres a fiduciary?
Andres is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andres paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Andres 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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