John Somerville, financial advisor Bloomfield Hills MI

John Somerville

CRD Number: 7500504
Current Firm: Somerville Associates

John Somerville (CRD# 7500504) is an Investment Advisor Representative working at Somerville Associates in Bloomfield Hills, MI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Creative Edge Partners, LLC Farmington Hills, MI Aug 2016 - Current 7
Fcb Chicago Chicago, IL Aug 2015 - Aug 2016 1
Y&r Chicago Chicago, IL Feb 2015 - Aug 2015 < 1
Ddb Chicago Chicago, IL Oct 2010 - Feb 2015 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for John M. Somerville
Phone Number: 248-538-3779
Registered State(s):
  • MI
Current Firm Details
Somerville Associates
Firm's CRD Number: 124214
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $766,997
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MI

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