Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
6yrs
Roberto Cucalon is a fiduciary financial advisor in Boca Raton, Florida, with 6 years in the industry. Roberto joined Merrill in 2020, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being 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
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office17960 S Military Trail, Boca Raton, FL 33496
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
- 2020 – nowMerrillCurrent firm
Questions to ask Roberto
Tailored to Roberto’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Roberto
How do I contact Roberto?
Call Merrill at (800) 637-7455 and ask for Roberto Cucalon. Roberto works from the Boca Raton, FL office.
How long has Roberto been a financial advisor?
Roberto has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Roberto hold?
Series 66. Tap any license on this page to see what it allows.
Is Roberto a fiduciary?
Roberto is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Roberto paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Roberto 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
NFSG
47yrs
Top advisor by experience at NFSG
Coquina Private Wealth Advisors
47yrs
Top advisor by experience at Coquina Private Wealth Advisors
Wells Fargo Advisors
47yrs
Top 1% by experience in Boca Raton
Merrill
47yrs
Top 1% by experience in Boca Raton
Raymond James & Associates
47yrs
Top 1% by experience in Boca Raton