Next-Gen + Best-in-State · rank 115 · New York, New York · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (Waltuch / Roccuzzo Group) (high)
- “Waltuch / Roccuzzo Group Merrill Lynch Wealth Management 75 Rockefeller Plz New York NY 10019” — firm_official
- Parent company — Bank of America (high)
- “Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage al” — firm_official
- Firm type — wirehouse (high)
- “Merrill Lynch, Pierce, Fenner & Smith Incorporated” — sec_finra_regulatory
- Team name — Waltuch / Roccuzzo Group (high)
- “Waltuch / Roccuzzo Group - Financial Advisors in New York, NY 10019 | Merrill” — firm_official
- Team size — 4 (medium)
- “Meet Our Team” — firm_official
- CRD — 5817028 (high)
- “Steven J Roccuzzo” — sec_finra_regulatory
- Years experience — 16 (medium)
- “Series 7 (General Securities Representative): 9/13/2010” — sec_finra_regulatory
- Designations — CFP (high)
- “Steven Roccuzzo Managing Director , Senior Financial Advisor” — firm_official
Book of business
- Team AUM ($M) — 1000 (high)
- “Team Assets (Custodied): $1B” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum Account Size For New Business: $500K” — forbes_shook
- Typical client net worth ($M) — 2.5 (medium)
- “Typical Net Worth Of Relationships: $1-10M” — forbes_shook
- Client niche — generalist (medium)
- “Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations?” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.” — firm_official
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ny/5av-fin-ctr/waltuch-roccuzzo-group (high)
- “Waltuch / Roccuzzo Group, Merrill financial advisors in New York, NY 10019.” — firm_official
- Value proposition (verbatim) — Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. (high)
- “Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands” — firm_official
- Differentiators — Goals-first planning conversation before any product discussion, Behavioral-finance-based Investment Personality Assessment, Single point of contact across investments, banking and trust, Access to Merrill investment insights plus Bank of America banking and lending, Multigenerational wealth transfer planning (high)
- “Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing prefer” — firm_official
- “Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.” — firm_official
- Content marketing — none (medium)
- “Four for the Quarter: Top questions investors are asking right now” — firm_official
- Has podcast — no (medium)
- “Welcome Recognition About Us Meet Our Team Insights About Merrill” — firm_official
- Books published — 0 (medium)
- “Steven Roccuzzo Managing Director , Senior Financial Advisor” — firm_official
- Linkedin url — https://www.linkedin.com/in/steven-roccuzzo-cfp%C2%AE-32334842 (high)
- “linkedInURL%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Fsteven-roccuzzo-cfp%C2%AE-32334842%22” — firm_official
- Social presence — linkedin_active (low)
- “linkedin.com/in/steven-roccuzzo-cfp®-32334842” — firm_official
- Press awards — — (medium)
- “Forbes "Best-in-State Next Generation Wealth Advisors", 2022-2025 (Published annually Aug – Sept. Rankings based on data as of March 31 of current year.) Forbes "America's Top Next-Generation Wealth Advisors", 2022-2023 ” — firm_official
Visual brand
- Has distinct logo — no (high)
- “Waltuch / Roccuzzo Group Merrill Lynch Wealth Management 75 Rockefeller Plz New York NY 10019” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: navy and white with the bull motif, clean sans-serif, syndicated market-outlook imagery and cropped team headshots. No team-specific palette or mark. (high)
- “Shifting gears: New drivers of potential market expansion Watch our latest webcast where expert panelists share ideas that can help you prepare for potential opportunities and risks in the second half of 2026 and beyond.” — firm_official