Merrill
47yrs
Top advisor by experience in Mystic
8yrs
Raymond Mortali
Financial advisor at Merrill
Raymond Mortali has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Mystic, Connecticut. Raymond has been with Merrill since 2018. 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 97 advisors with offices in Mystic, and one of 92 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office27 Coogan Blvd, Mystic, CT 06355
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
- 2018 – nowMerrillCurrent firm
Contact Raymond
27 Coogan BlvdMystic, CT 06355Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Raymond
Tailored to Raymond’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 Raymond
How do I contact Raymond?
Call Merrill at (800) 637-7455 and ask for Raymond Mortali. Raymond works from the Mystic, CT office.
How long has Raymond been a financial advisor?
Raymond has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Raymond hold?
Series 66. Tap any license on this page to see what it allows.
Is Raymond a fiduciary?
Raymond is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Raymond paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Raymond 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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