Morgan Stanley
47yrs
Top advisor by experience in Syracuse
4yrs
Mac Mott
Financial advisor at Merrill
Mac Mott is a fiduciary financial advisor in Syracuse, New York, with 4 years in the industry. Mac joined Merrill in 2022, 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 501 advisors with offices in Syracuse, and one of 420 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office205 S Salina St, Syracuse, NY 13202
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
- 2022 – nowMerrillCurrent firm
Questions to ask Mac
Tailored to Mac’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 Mac
How do I contact Mac?
Call Merrill at 800-637-7455 and ask for Mac Mott. Mac works from the Syracuse, NY office.
How long has Mac been a financial advisor?
Mac has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Mac hold?
Series 66. Tap any license on this page to see what it allows.
Is Mac a fiduciary?
Mac is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mac paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mac 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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