Ciara Merriman, financial advisor Novi MI
93 score

Ciara Merriman

CRD Number: 3141649
Current Firm: Strategic Advisers, Inc.

Ciara Merriman (CRD# 3141649) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Novi, MI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Novi, MI Apr 2015 - Current 1
Allstate Insurance Co Ferndale, MI Jul 2014 - Apr 2015 < 1
Penn Mutual Life Insurance Co Horsham, PA Jun 2014 - Jul 2014 < 1
Hornor Townsend & Kent Inc. Horsham, PA Jun 2014 - Jul 2014 < 1
Nirvana Tea Southfield, MI Nov 2013 - May 2014 < 1
Tiaa-cref Individual & Institutional Services, LLC Ann Arbor, MI Apr 2007 - Oct 2013 6
Cco Investment Services Corp Farmington Hill, MI Nov 2005 - Mar 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Ciara C. Merriman
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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 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)
  • 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

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

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