Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
15yrs
Gary Owens is a fiduciary financial advisor in Boca Raton, Florida, with 15 years in the industry. After five years at Morgan Stanley, Gary joined Merrill in 2017, 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 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 54% of advisors at Merrill
Office1 Town Center Rd, Boca Raton, FL 33486
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
- 2011 – 2017Morgan StanleyPreviously
Contact Gary
1 Town Center RdBoca Raton, FL 33486Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Gary
Tailored to Gary’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 Gary
How do I contact Gary?
Call Merrill at (800) 637-7455 and ask for Gary Owens. Gary works from the Boca Raton, FL office.
How long has Gary been a financial advisor?
Gary has been in the industry since 2011, about 15 years. More experience than 54% of advisors at Merrill.
What licenses does Gary hold?
Series 66. Tap any license on this page to see what it allows.
Is Gary a fiduciary?
Gary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gary paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Gary 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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