Merrill
47yrs
Top advisor by experience in Red Bank
21yrs
Mark Cotroneo
Financial advisor at Merrill
Based in Red Bank, New Jersey, Mark Cotroneo is a fiduciary financial advisor with 21 years of industry experience. Mark has been with Merrill since 2017; before that, Mark spent eight years at Morgan Stanley and a year at Citigroup Global Markets. 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 722 advisors with offices in Red Bank, and one of 670 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 66% of advisors at Merrill
Office77 Broad St, Red Bank, NJ 07701
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
- 2017 – nowMerrillCurrent firm
- 2009 – 2017Morgan StanleyPreviously
- Nov 2008 – Jun 2009Citigroup Global Markets Inc.Previously
- 2005 – 2008MerrillPreviously
Contact Mark
Local office(732) 530-3019Ask for Mark. (800) 637-7455Main office · New York, NY 77 Broad StRed Bank, NJ 07701Office · Get directions
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Questions to ask Mark
Tailored to Mark’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 Mark
How do I contact Mark?
Call Mark’s local office at (732) 530-3019 or the Merrill main office at (800) 637-7455, and ask for Mark Cotroneo.
How long has Mark been a financial advisor?
Mark has been in the industry since 2005, about 21 years. More experience than 66% of advisors at Merrill.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark 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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