Erick Aguayo, financial advisor Seattle WA
89 score

Erick Aguayo

CRD 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.

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Company Name Location Dates Years
Merriman Wealth Management, LLC Seattle, WA Mar 2014 - Current 2
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
Contact Info for Erick A. Aguayo
Phone Number: 206-285-8877
Firm Website: http://www.merriman.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,209
    MILLIONS
  • Total Number of Accounts
    5,166
    ACCOUNTS
  • Average Account Value
    $427,546
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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