Top Wealth + Best-in-State · rank 20 · New York, New York · listed firm: Merrill Private Wealth Management
Identity & firm
- Firm — Merrill Private Wealth Management (high)
- “The Dyer Team - Financial Advisor in New York, NY 10036 | Merrill” — firm_official
- Parent company — Bank of America (high)
- “I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America.” — firm_official
- Firm type — wirehouse (high)
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Team name — The Dyer Team (high)
- “At The Dyer Team, we appreciate the intense tenor of modern life—and we're up to the challenge of clarifying and smoothing a path forward for clients and their families.” — firm_official
- Team size — gap: not_found_after_search
- CRD — 2917796 (high)
- “ROBERT COLGAN DYER CRD# 2917796” — sec_finra_regulatory
- Years experience — gap: not_found_after_search
- Designations — — (medium)
- “Robert Dyer Managing Director , Private Wealth Advisor” — firm_official
Book of business
- Team AUM ($M) — 2700 (high)
- “Team Assets (Custodied): $2.7B” — forbes_shook
- Account minimum ($M) — 10 (high)
- “Minimum Account Size for New Business: $10M” — forbes_shook
- Typical client net worth ($M) — 40 (high)
- “Typical Net Worth of Relationships: $20-60M” — forbes_shook
- Client niche — wealth creators — senior executives, entrepreneurs, and financial-industry principals with complex financial lives (high)
- “We advise wealth creators – busy and dynamic individuals who have complex financial lives, multiple demands” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “Learn more about an advisor's background on FINRA's BrokerCheck” — firm_official
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ny/ny-pwm-midtown/dyer-team (high)
- “” — firm_official
- Value proposition (verbatim) — We work for clients and their families to organize, educate, advise and execute all aspects of their financial lives, so they can focus on what is important to them, achieve their goals and live their lives. (high)
- “Mission Statement We work for clients and their families to organize, educate, advise and execute all aspects of their financial lives, so they can focus on what is important to them, achieve their goals and live their l” — firm_official
- Differentiators — Different by Design, Founded on Transparency, Engaging at the Balance Sheet Level, Access to Family Office Services, consolidated gateway for ultra-high-net-worth families (high)
- “Our Approach Different by Design Founded on Transparency More Different by Design Founded on Transparency Engaging at the Balance Sheet Level Access to Family Office Services” — firm_official
- “We look to remedy those gaps by serving as a consolidated gateway for ultra-high-net-worth families.” — firm_official
- Content marketing — occasional (low)
- “Estate planning for the whole family About Private Wealth Your Wealth Insight More Your Wealth Insight” — 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)
- “Robert Dyer Managing Director , Private Wealth Advisor” — firm_official
- Linkedin url — https://www.linkedin.com/in/robert-dyer-08583356/ (medium)
- “Robert Dyer - Merrill Private Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Robert Dyer on LinkedIn: We are so proud to share that the Dyer Team was recently recognized on the… | 35 comments” — social_or_third_party_db
- Press awards — gap: not_found_after_search
Visual brand
- Has distinct logo — no (medium)
- “” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Merrill corporate template: navy and white with the Merrill bull, clean sans-serif type, headshot grid for team members and generic editorial stock imagery. No team-specific visual identity. (medium)
- “” — firm_official