Next-Gen + Best-in-State · rank 5 · Pittsburgh, Pennsylvania · listed firm: Merrill Private Wealth Management
Identity & firm
- Firm — Merrill Private Wealth Management (high)
- “Jancisin | DiSilvio Merrill Private Wealth Management 600 Grant Street Floor 49 Pittsburgh PA 15219” — firm_official
- “IA MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 600 GRANT ST PITTSBURGH, PA 15219 CRD# 7691 Registered with this firm since: 12/08/2010” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “William J Bosack Structured Credit Executive Bank of America, N.A. Jeremy Floberg Wealth Strategies Advisor Bank of America, N.A. Antonio Caruso Wealth Management Lending Officer NMLS # 572969 Bank of America, N.A.” — firm_official
- Firm type — wirehouse (high)
- “B MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 600 GRANT ST PITTSBURGH, PA 15219 CRD# 7691 Registered with this firm since: 10/08/2010” — sec_finra_regulatory
- Team name — Jancisin | DiSilvio (high)
- “Jancisin | DiSilvio, Financial Advisors in Pittsburgh, PA 15219 | Merrill” — firm_official
- Team size — 16 (high)
- “Meet Our Team Derek S. Jancisin , ChFC®, CAP®, CEPA®, CFP®, CPFA®, CPWA®, CRPC™, SE-AWMA® Managing Director , Private Wealth Advisor 412.566.6628” — firm_official
- CRD — 5675648 (high)
- “DEREK S JANCISIN CRD# 5675648” — sec_finra_regulatory
- Years experience — 15 (high)
- “B MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 600 GRANT ST PITTSBURGH, PA 15219 CRD# 7691 Registered with this firm since: 10/08/2010” — sec_finra_regulatory
- Designations — ChFC, CPWA, CFP, other:CAP®, other:CEPA®, other:CPFA®, other:CRPC™, other:SE-AWMA® (high)
- “Derek S. Jancisin , ChFC®, CAP®, CEPA®, CFP®, CPFA®, CPWA®, CRPC™, SE-AWMA® Managing Director , Private Wealth Advisor” — firm_official
Book of business
- Team AUM ($M) — 1600 (high)
- “Team Assets (Custodied): $1.6B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size for New Business: $10M” — forbes_shook
- Typical client net worth ($M) — 37.5 (high)
- “Typical Net Worth of Relationships: $25-50M” — forbes_shook
- Client niche — founders and families of wealth — business owners navigating liquidity events and multigenerational transfer (high)
- “Together, these three pillars form the foundation of our advisory approach and provide a framework for helping founders and families navigate life’s most important financial decisions with clarity and confidence.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “IA MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 600 GRANT ST PITTSBURGH, PA 15219 CRD# 7691 Registered with this firm since: 12/08/2010” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/pa/pittsburgh-pa/jd (high)
- “” — firm_official
- Value proposition (verbatim) — Helping Founders & Families navigate Lifestyle | Liquidity | Legacy. We simplify complexity through coordinated advice, thoughtful planning, and a team built to help you make confident decisions at every stage of wealth. (high)
- “Mission Statement Helping Founders & Families navigate Lifestyle | Liquidity | Legacy. We simplify complexity through coordinated advice, thoughtful planning, and a team built to help you make confident decisions at ever” — firm_official
- Differentiators — Three-pillar framework: Lifestyle, Liquidity, Legacy, Simplifies complexity through coordinated advice across financial, personal and family decisions, Business-owner focus: liquidity events, banking and lending, succession, Legacy work spanning estate planning, philanthropy, governance and next-generation education, Multi-office footprint: Pittsburgh, Los Angeles and Bridgeport, WV (high)
- “Our practice is built around three interconnected priorities that guide every recommendation we make.” — firm_official
- “We help families preserve and transfer wealth through coordinated estate planning strategies, philanthropy, governance, tax-aware strategies, and next-generation education—helping ensure your values endure alongside your” — 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: What’s fueling consu” — firm_official
- Has podcast — no (medium)
- “Welcome Recognition Our Approach Meet Our Team Insights About Private Wealth On this page navigate to...” — firm_official
- Books published — 0 (low)
- “Derek S. Jancisin , ChFC®, CAP®, CEPA®, CFP®, CPFA®, CPWA®, CRPC™, SE-AWMA® Managing Director , Private Wealth Advisor” — firm_official
- Linkedin url — https://www.linkedin.com/in/derek-jancisin-cfp%C2%AE-cpwa%C2%AE-cepa%C2%AE-se-awma%E2%84%A2-ba216229/ (medium)
- “Derek Jancisin, CFP®, CPWA®, CEPA®, SE-AWMA™ - Merrill Private Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Financial Planning's "Top 40 Advisors Under 40", 2017-2026, Barron's "America's Top 1200 Financial Advisors State-by-State", 2021-2025, Barron's "Top 1,500 Financial Advisors", 2025 (high)
- “Financial Planning's "Top 40 Advisors Under 40", 2017-2026 (Published annually Jan – Feb. Rankings based on data as of Sept 30 of prior year.) Barron's "America's Top 1200 Financial Advisors State-by-State", 2021-2025 (P” — firm_official
- “Barron's "Top 1,500 Financial Advisors", 2025” — firm_official
Visual brand
- Has distinct logo — no (high)
- “Jancisin | DiSilvio, Financial Advisors in Pittsburgh, PA 15219 | Merrill” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: white ground, navy/black type, no team mark. Signature asset is a wide, brightly-lit studio composite of all 16 team members standing in a neutral modern atrium. (high)
- “” — firm_official