Brian Saroken

Background

About Brian Saroken

While I value LinkedIn as a platform to share ideas and stay connected, please know that our team operates an invitation-only practice, and all new relationships are formed exclusively through personal introductions from existing clients. If my profile appeared in your search for a financial advisor, I'm flattered. However, to manage expectations, our practice is not open to unsolicited inquiries. For those offering marketing, lead generation, or business development services, I genuinely appreciate your interest. That said, we've built a deeply established and exceptionally well-resourced practice and are fortunate to have all strategic capabilities in place. We are not exploring any outside partnerships or service enhancements at this time. To the many recruiters and competitive firms-thank you, I am flattered by the interest but the Fifth Avenue office leadership and senior management of Merrill Lynch Wealth Management/Bank of America has provided the platform and flexibility to build and sustain our multibillion-dollar practice, while delivering the high-touch experience our clients deserve. Right now, it is the optimal fit for both my team and the families we serve, and we are not considering any changes. Wishing you continued success, and thank you again for your interest. Please send all correspondence directly to my work email at brian.saroken@ml.com or call me directly at 212-415-7418.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, and CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, and CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.