Morgan Stanley
47yrs
Top advisor by experience in New York
2yrs
Meredith Chavez has worked in the financial industry for 2 years and is a fiduciary financial advisor based in New York, New York. Meredith joined Merrill in 2025, 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
OfficeOne Bryant Park, New York, NY 10036
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
- Mar 2025 – nowMerrillCurrent firm
Questions to ask Meredith
Tailored to Meredith’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Meredith
How do I contact Meredith?
Call Merrill at (800) 637-7455 and ask for Meredith Chavez. Meredith works from the New York, NY office.
How long has Meredith been a financial advisor?
Meredith has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Meredith hold?
Series 66. Tap any license on this page to see what it allows.
Is Meredith a fiduciary?
Meredith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Meredith paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Meredith 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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