Next-Gen · rank 12 · New York, New York · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “The Shalhoup Group Merrill Lynch Wealth Management 75 Rockefeller Plz New York NY 10019” — firm_official
- Parent company — Bank of America (high)
- “A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.” — firm_official
- Firm type — wirehouse (high)
- “Currently employed by and registered with the following Firm(s): IA MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 75 ROCKEFELLER PLZ NEW YORK, NY 10019 CRD# 7691 Registered with this firm since: 09/11/2013” — sec_finra_regulatory
- Team name — The Shalhoup Group (high)
- “The Shalhoup Group is a Private Wealth Management team based out of Merrill’s Flagship office in New York City.” — firm_official
- Team size — 15 (medium)
- “Meet Our Team Michael Shalhoup Managing Director , Senior Financial Advisor 212.415.7742 212.415.7742 Get in touch icon/control/launch copy View bio Christopher Battaglia Managing Director , Senior Financial Advisor 212.” — firm_official
- CRD — 6049928 (high)
- “BrokerCheck Report CHRISTOPHER J BATTAGLIA CRD# 6049928” — sec_finra_regulatory
- Years experience — 13 (high)
- “B MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 75 ROCKEFELLER PLZ NEW YORK, NY 10019 CRD# 7691 Registered with this firm since: 07/31/2013” — sec_finra_regulatory
- Designations — — (medium)
- “Christopher Battaglia Managing Director , Senior Financial Advisor 212.415.8184 212.415.8184 Get in touch icon/control/launch copy View bio Kevin Reavey Managing Director , Senior Financial Advisor 212.415.7541 212.415.7” — firm_official
Book of business
- Team AUM ($M) — 3300 (high)
- “Team Assets (Custodied) $3.3B” — forbes_shook
- Account minimum ($M) — 2.5 (high)
- “Minimum Account Size $2.5M” — forbes_shook
- Typical client net worth ($M) — 8.75 (high)
- “Typical Net Worth of Relationships $7.5-10M” — forbes_shook
- Client niche — C-level executives at large public companies with equity/stock compensation (high)
- “We have extensive knowledge and experience in stock compensation strategies, corporate benefits, and customized wealth planning. Many of our clients are top executives at the largest companies in the world. We are aware ” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Currently employed by and registered with the following Firm(s): IA MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED ... B MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ny/5av-fin-ctr/the-shalhoup-group (high)
- “The Shalhoup Group - Financial Advisors in New York, NY 10019 | Merrill” — firm_official
- Value proposition (verbatim) — We work to free you from the stress and worry of managing wealth, so you are free to enjoy its rewards. (high)
- “We work to free you from the stress and worry of managing wealth, so you are free to enjoy its rewards.” — firm_official
- Differentiators — White-glove approach to C-level executives at large public companies, Equity compensation and concentrated stock management expertise, Over 100 years of combined team industry experience, In-team credential mix (CFA, CPWA®, CFP®, CRPC™) driving advice standards, Operates nationally, serving families across multiple generations (high)
- “What makes our team unique? Our level of advice, service, and execution have differentiated us, and propelled our growth as a team. Our team’s infrastructure and personnel allow us to deliver the highest level of client ” — firm_official
- “The members of The Shalhoup Group have over 100 years of combined experience in our industry; we believe our longevity is based on holding ourselves to high standards of hone” — firm_official
- Content marketing — none (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
- Has podcast — no (medium)
- “The Shalhoup Group Welcome Recognition About Us Meet Our Team Insights About Merrill On this page navigate to...” — firm_official
- Books published — 0 (low)
- “Christopher Battaglia Managing Director , Senior Financial Advisor Financial Planning's "Top 40 Advisors Under 40", 2022-2023 (Published annually Jan – Feb. Rankings based on data as of Sept 30 of prior year.) Forbes "Be” — firm_official
- Linkedin url — https://www.linkedin.com/in/christopher-battaglia-78baaa30/ (low)
- “Christopher Battaglia - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Financial Planning "Top 40 Advisors Under 40", 2022-2023, Barron's "Top 250 Private Wealth Management Teams", 2026 (team), Barron's "Top 1,500 Financial Advisors", 2026 (team) (medium)
- “Christopher Battaglia Managing Director , Senior Financial Advisor Financial Planning's "Top 40 Advisors Under 40", 2022-2023 (Published annually Jan – Feb. Rankings based on data as of Sept 30 of prior year.)” — firm_official
- “Barron's "Top 1,500 Financial Advisors", 2026 (Published on March 20, 2026. Rankings based on data as of September 30, 2025.)” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “The Shalhoup Group Merrill Lynch Wealth Management 75 Rockefeller Plz New York NY 10019 Visit us (212) 415.7742” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: white ground, navy/dark text, restrained sans-serif, standard bull-mark chrome; imagery is CDN-hosted headshots and stock lifestyle photography, no team-specific palette or mark. (medium)
- “We work to free you from the stress and worry of managing wealth, so you are free to enjoy its rewards. The Shalhoup Group Welcome Recognition About Us Meet Our Team Insights About Merrill” — firm_official