Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
10yrs
Caitlin Roos is a fiduciary financial advisor in Boston, Massachusetts, with 10 years in the industry. Caitlin joined Merrill in 2016, 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 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office100 Federal St, Boston, MA 02110
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.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowMerrillCurrent firm
Contact Caitlin
Local office(617) 946-4000Ask for Caitlin. (800) 637-7455Main office · New York, NY 100 Federal StBoston, MA 02110Office · Get directions
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Questions to ask Caitlin
Tailored to Caitlin’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 Caitlin
How do I contact Caitlin?
Call Caitlin’s local office at (617) 946-4000 or the Merrill main office at (800) 637-7455, and ask for Caitlin Roos.
How long has Caitlin been a financial advisor?
Caitlin has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Caitlin hold?
Series 66. Tap any license on this page to see what it allows.
Is Caitlin a fiduciary?
Caitlin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caitlin paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Caitlin 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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