Casey Merrill, financial advisor Greensboro NC

Casey Merrill

CRD Number: 6738840
Current Firm: Fidelity Personal And Workplace Advisors

Casey Merrill (CRD# 6738840) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greensboro, NC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services Salt Lake City, UT Jul 2020 - Current 1
Guardian Life Insurance Company Murray, UT Nov 2019 - Jul 2020 < 1
Park Avenue Securities Murray, UT Nov 2019 - Jul 2020 < 1
Farmers Financial Solutions Salt Lake City, UT Jan 2017 - Nov 2019 2
Farmers Insurance Salt Lake City, UT Oct 2015 - Nov 2019 4
Prestige Financial Salt Lake City, UT Apr 2011 - Oct 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2017
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Casey Merrill
Phone Number: 617-563-7000
Registered State(s):
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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