Merilou Bury (CRD# 1762784) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 32 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovitz Securities, LLC | Chicago, IL | Apr 2017 - Current | 6 |
| Kovitz Investment Group Partners, LLC | Chicago, IL | Apr 2017 - Current | 6 |
| Unemployed | Stickney, IL | Nov 2016 - Apr 2017 | < 1 |
| Portfolio Pathway | Naperville, IL | Jun 2016 - Nov 2016 | < 1 |
| Credit Suisse Securities (usa) LLC | Chicago, IL | Jul 2000 - May 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- IL
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Total Assets Under Management7,294MILLIONS
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Total Number of Accounts6,927ACCOUNTS
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Average Account Value$1,052,930
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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