Merrick Singer, financial advisor Deerfield IL

Merrick Singer

CRD Number: 6648612
Current Firm: Strategic Wealth Partners

Merrick Singer (CRD# 6648612) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Strategic Wealth Partners Deerfield, IL Sep 2020 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Northbrook, IL Dec 2017 - Sep 2020 2
Unemployed Long Grove, IL Jun 2017 - Dec 2017 < 1
Indiana University Bloomington Bloomington, IN Aug 2013 - May 2017 3
Stevenson High School Lincolnshire, IL Jan 2009 - May 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Merrick Singer
Phone Number: (224) 632-1600
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,531
    MILLIONS
  • Total Number of Accounts
    3,933
    ACCOUNTS
  • Average Account Value
    $643,450
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, DC, FL, IA, IL, IN, LA, MI, MO, NC, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WI

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