Erick AguayoCRD Number: 6218548
Current Firm: Merriman
Erick Aguayo (CRD# 6218548) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 3 years of experience in the finance industry.
Brighton Jones LLC
|Merriman Wealth Management, LLC||Seattle, WA||Mar 2014 - Current||3|
|J.p Morgan Securities LLC||Burien, WA||Jun 2013 - Mar 2014||< 1|
|J.p Morgan Chase Bank||Burien, WA||Jan 2013 - Mar 2014||1|
|The Hertz Corporation||Seattle, WA||Jun 2012 - Jan 2013||< 1|
|Mr. Handy College Student||Walla Walla, WA||Apr 2010 - Sep 2012||2|
|Whitman College Business Office||Walla Walla, WA||Jan 2012 - Jun 2012||< 1|
|Whitman College||Walla Walla, WA||Aug 2008 - May 2012||3|
|The Hertz Corporation||Seattle, WA||Jun 2011 - Aug 2011||< 1|
|Whitman College Office Of Admissions||Walla Walla, WA||Aug 2008 - May 2011||2|
|Studentpainters.net||College Place/walla Walla, WA||Jan 2010 - Mar 2010||< 1|
|Seattle University Facilities Department||Seattle, WA||Jun 2009 - Aug 2009||< 1|
|Publix Supermarkets||Miami, FL||Nov 2007 - Aug 2008||< 1|
|Archbishop Coleman F Carroll||Miami, FL||Aug 2004 - May 2008||3|
|Dairy Queen||Miami, FL||Jun 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2013|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management2,209MILLIONS
Total Number of Accounts5,166ACCOUNTS
Average Account Value$427,546
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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