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Advisors / New York / New York
42yrs

Michael Silverstein

Financial advisor at Merrill

Based in New York, New York, Michael Silverstein is a fiduciary financial advisor with 42 years of industry experience. Michael has been with Merrill since 2016; before that, Michael spent seven years at Morgan Stanley and a year at Morgan Stanley & Co.. 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.

New York, NY 10036Top 2% by experience in New YorkFiduciary advisor
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At a glance

Experience42 years (since 1985)
How that compares ?Top 2% by experience in New York
OfficeOne Bryant Park, New York, NY 10036
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 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2016 – now
    MerrillCurrent firm
  2. 2009 – 2016
    Morgan StanleyPreviously
  3. May 2008 – Jun 2009
    Morgan Stanley & Co. LLCPreviously
  4. 2003 – 2008

Contact Michael

(800) 637-7455Merrill main office One Bryant Park
New York, NY 10036
Office · Get directions

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Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Michael

How do I contact Michael?

Call Merrill at (800) 637-7455 and ask for Michael Silverstein. Michael works from the New York, NY office.

How long has Michael been a financial advisor?

Michael has been in the industry since 1985, about 42 years. Top 2% by experience in New York.

What licenses does Michael hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Michael 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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