For securities advisory and portfolio construction in downtown San Diego, Merrill Lynch Financial Advisor Colin Strzelczyk operates from the 701 B Street branch on the 24th floor. The practice holds Series 66 registration enabling both securities agent and investment advisor representative functions across 13 states, a multi-state capability that supports tax-aware investment coordination with Launch CPA for clients with interstate exposure. Merrill Lynch Wealth Management, founded in 1914, manages approximately $1.5 trillion in client assets through its parent relationship with Bank of America, providing advisors access to institutional research, fixed-income trading desks, and private banking solutions. The Bank of America integration delivers single-platform access to commercial lending, treasury management, and deposit services — a vertically integrated banking model that supplements community credit facilities at Cabrillo Credit Union for clients maintaining diversified depository relationships. Advisory registrations span California, Florida, Texas, and ten additional states, enabling portfolio management for clients with multi-state residency or business interests. Advisors apply Merrill's Chief Investment Office capital market assumptions to construct multi-sleeve portfolios spanning domestic equity, international equity, fixed-income, and alternative allocations with systematic rebalancing protocols.