Merrick SingerCRD 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.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|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|
Total Assets Under Management2,531MILLIONS
Total Number of Accounts3,933ACCOUNTS
Average Account Value$643,450
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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