Brooks Merrifield, financial advisor Denver CO
93 score

Brooks Merrifield

CRD Number: 1956490
Current Firm: Merrifield & Co, LLC

Brooks Merrifield (CRD# 1956490) is an Investment Advisor Representative working at Merrifield & Co, LLC in Denver, CO and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Merrifield & Co, LLC Denver, CO May 2015 - Current 1
Merrifield & Co, LLC Denver, CO Nov 2011 - Current 5
Wedbush Securities Inc. Denver, CO Jan 2011 - May 2015 4
Linsco Private Ledger Denver, CO Jun 2002 - Dec 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S65 NASAA Investment Advisors Law Examination Nov 1996
Contact Info for Brooks W. Merrifield
Phone Number: 303-521-0670
Registered State(s):
  • CO
Current Firm Details
Merrifield & Co, LLC
Firm's CRD Number: 174157
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $212,352
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CO

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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