Top Wealth · rank 150 · New York, New York · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Lynch Wealth Management (high)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "12/15/1997", "firmBCScope": "ACTIVE"” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").” — firm_official
- Firm type — wirehouse (high)
- “"firmId": 7691, "firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "14235", "bdSECNumber": "7221"” — sec_finra_regulatory
- Team name — The Snyder/Balducci Group (high)
- “The Snyder/Balducci Group is a dynamic team of 20 wealth management professionals at Merrill Lynch Wealth Management that offer a customized boutique-like experience serving clients in the areas of investment management,” — firm_official
- Team size — 20 (high)
- “The Snyder/Balducci Group is a dynamic team of 20 wealth management professionals at Merrill Lynch Wealth Management” — firm_official
- CRD — 2955423 (high)
- “"basicInformation": {"individualId": 2955423, "firstName": "Charles", "middleName": "P", "lastName": "Balducci", "otherNames": ["CHARLES P BALDUCCI", "CHARLES PATRICK BALDUCCI", "CHARLIE BALDUCCI", "CHUCK BALDUCCI"], "” — sec_finra_regulatory
- Years experience — 28 (high)
- “"daysInIndustryCalculatedDate": "12/14/1997"” — sec_finra_regulatory
- Designations — CIMA, other:CRPC (high)
- “Charles Balducci , CIMA®, CRPC™ Managing Director , Wealth Management Advisor 212.338.6105” — firm_official
Book of business
- Team AUM ($M) — 4100 (high)
- “Team Assets (Custodied): $4.1B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size: $5M for new business” — forbes_shook
- Typical client net worth ($M) — 32.5 (high)
- “Typical Net Worth of Relationships: $15-50M” — forbes_shook
- Client niche — financial industry professionals, entrepreneurs and C-suite executives (medium)
- “Since joining Merrill Lynch in 1997, Charles Balducci has experience and knowledge in advising entrepreneurs, C-suite executives, and financial industry professionals about how to make better decisions in their financial” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “"firmId": 7691, "firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ny/park-ave-office/the_snyder_balducci_group (high)
- “The Snyder/Balducci Group Merrill Lynch Wealth Management 200 Park Avenue 40th Floor New York NY 10166 Visit us (212) 338.6105” — firm_official
- Value proposition (verbatim) — The Snyder/Balducci Group is a dynamic team of 20 wealth management professionals at Merrill Lynch Wealth Management that offer a customized boutique-like experience serving clients in the areas of investment management, wealth planning, access to private banking services through Bank of America, risk management strategies, legacy planning strategies, tax-minimization strategies, wealth transfer and more. (high)
- “The Snyder/Balducci Group is a dynamic team of 20 wealth management professionals at Merrill Lynch Wealth Management that offer a customized boutique-like experience serving clients in the areas of investment management,” — firm_official
- Differentiators — Boutique-like customized experience inside a wirehouse, Comprehensive, specialized team infrastructure and disciplined investment process, Access to BofA Global Research and Bank of America banking capabilities, Mission to set the standard as the finest team in the industry, Simplify clients' financial lives so they can focus on what matters most (high)
- “We believe what makes our group distinct is the high level of customization, proficiency, and superior service that we aim to provide to our clients through our comprehensive, specialized team infrastructure and discipli” — firm_official
- “Our mission is to serve our clients with the highest level of excellence, professionalism, and integrity, and to set the standard for wealth management as the finest team in the industry.” — firm_official
- Content marketing — occasional (medium)
- “Insights Beyond the page: How a successful writer pursues financial security Four for the Quarter: Top questions investors are asking right now Stay ahead of student scams Inside the American wallet Emerging Trends in Cy” — firm_official
- “Sign Up for Perspectives Monthly E-Newsletter Get the latest investment insights, tips and strategies to help you live your best financial life Sign Up” — firm_official
- Has podcast — no (medium)
- “Welcome Recognition About Us Meet Our Team Insights About Merrill On this page navigate to... Mission Statement” — firm_official
- Books published — 0 (low)
- “Charles Balducci , CIMA®, CRPC™ Managing Director , Wealth Management Advisor 212.338.6105” — firm_official
- Linkedin url — https://www.linkedin.com/in/charles-balducci-b1503972/ (medium)
- “Charles Balducci - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Charles Balducci - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Press awards — Barron's "America's Top 1200 Financial Advisors State-by-State", 2022-2024, On Wall Street "Top 40 Advisors Under 40", 2015, Financial Times "400 Top Financial Advisers", 2013, Barron's "Top 250 Private Wealth Management Teams", 2024-2025 (team) (high)
- “Charles Balducci Managing Director , Wealth Management Advisor Barron's "America's Top 1200 Financial Advisors State-by-State", 2022-2024 (Published annually in March. Rankings based on data as of September 30 of prior y” — firm_official
- “Financial Times "400 Top Financial Advisers", 2013 (Published on April 11, 2013. Rankings based on data as of June 30, 2012.)” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “The Snyder/Balducci Group Merrill Lynch Wealth Management 200 Park Avenue 40th Floor New York NY 10166” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Merrill template: navy and white corporate palette, clean sans-serif type, formal studio headshots of all 20 team members. No team wordmark or independent visual identity. (medium)
- “Welcome Recognition About Us Meet Our Team Insights About Merrill On this page navigate to... Mission Statement” — firm_official