ChooseAFinancialAdvisor.com
Advisors / Michigan / Bloomfield Hills
13yrs

George Sovinsky

Financial advisor at Merrill

Based in Bloomfield Hills, Michigan, George Sovinsky is a fiduciary financial advisor with 13 years of industry experience. George joined Merrill in 2016, after two years at Morgan Stanley. 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 647 advisors with offices in Bloomfield Hills, and one of 606 fiduciaries.

Bloomfield Hills, MI 48304Fiduciary advisor
Call the officeDirections

At a glance

Experience13 years (since 2013)
How that compares ?13 years in the industry
Office39577 Woodward Ave, Bloomfield Hills, MI 48304
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

  1. 2016 – now
    MerrillCurrent firm
  2. 2014 – 2016
    Morgan StanleyPreviously

Questions to ask George

Tailored to George’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 George

How do I contact George?

Call George’s local office at (248) 647-3300 or the Merrill main office at (800) 637-7455, and ask for George Sovinsky.

How long has George been a financial advisor?

George has been in the industry since 2013, about 13 years. 13 years in the industry.

What licenses does George hold?

Series 66. Tap any license on this page to see what it allows.

Is George a fiduciary?

George is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is George paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask George 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.

Other advisors nearby

Morgan Stanley
47yrs
Lawrence Stillwater
Financial advisor
40705 Woodward Avenue Suite 200
Bloomfield Hills, MI 48304
Top advisor by experience in Bloomfield Hills
Fiduciary
Call Directions
Merrill
47yrs
Frank Migliazzo
Financial advisor
39577 Woodward Ave Pbig - Troy
Bloomfield Hills, MI 48304
Top 1% by experience in Bloomfield Hills
CFP®Fiduciary
Call Directions
Morgan Stanley
47yrs
Stephen Cooper
Financial advisor
40705 Woodward Avenue Suite 200
Bloomfield Hills, MI 48304
Top 1% by experience in Bloomfield Hills
Fiduciary
Call Directions
Merrill
46yrs
Dana Locniskar
Financial advisor
39577 Woodward Ave Pbig - Troy
Bloomfield Hills, MI 48304
Top 1% by experience in Michigan
Fiduciary
Call Directions
Ameriprise Financial Services
46yrs
Richard Powell
Financial advisor
39533 Woodward Ave Suite 150
Bloomfield Hills, MI 48304
Top 1% by experience in Michigan
Fiduciary
Call Directions
Raymond James & Associates
46yrs
Donald Simpson
Financial advisor
39400 Woodward Ave Suite 150
Bloomfield Hills, MI 48304
Top 1% by experience in Michigan
Fiduciary
Call Directions

See all advisors near Bloomfield Hills