Federico Plata
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Federico Plata is a Senior Vice President and International Wealth Advisor at Merrill Lynch Wealth Management. With more than 20 years of experience, he assists clients across the U.S. and abroad in building, preserving, and transitioning their wealth. Federico takes a comprehensive and disciplined approach to financial planning, combining macro-market insight with long-term relationship building and advice to support families at every stage of life. Leveraging resources from Merrill and BofA Global Research, he works closely with clients to create customized strategies aligned with their goals, values, and priorities.
Federico's expertise includes family wealth management strategies, institutional consulting, international wealth management, legacy planning, portfolio management services, small business strategies, and sports and entertainment sectors. He holds an MBA with a concentration in Finance and a minor in Marketing from Instituto Superior de Estudios de Administracion and a Bachelor of Science in Chemical Engineering from Universidad Metropolitana. He also holds the Personal Investment Advisor (PIA) designation and is fluent in English, Spanish, and Portuguese.
Outside of work, Federico is a husband and father of two daughters. He has played rugby since 1996 and has coached amateur teams. An outdoor enthusiast, he enjoys surfing, running, and other adventure sports. These activities contribute to his balanced and focused approach in serving his clients.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Multi-state taxation
Cross-border / expatriate tax planning
Multi-generational wealth transfer
Retirement income strategy
Location
701 Brickell Ave
Miami, FL 33131
Most active in
Federico P has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Work history
Bank Of America, N.a.
2018 - Present (8 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2016 - Present (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Michael L
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
Lawrence W
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Leon S
Series 65
Surfside, FL
Thames Asset Management, Inc
Ivan M
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Paul D
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Alejandro C
Series 65
Miami, FL
BlueReef Capital
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