Lily Gillman (CRD# 7789903) is an Investment Advisor Representative working at Merriman in Seattle, WA and has 1 year of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merriman Wealth Management | Seattle, WA | Jun 2023 - Current | < 1 |
| University Of Michigan Department Of Recreational Sports | Ann Arbor, MI | Dec 2021 - May 2023 | 1 |
| Bernstein Private Wealth Management | San Francisco, CA | Jun 2022 - Aug 2022 | < 1 |
| Shipt | Ann Arbor, MI | Jul 2021 - Jan 2022 | < 1 |
| Biercamp | Ann Arbor, MI | Aug 2021 - Dec 2021 | < 1 |
| Joe And Rosie Coffee And Tea | Dexter, MI | Mar 2018 - Aug 2021 | 3 |
| Student | Whitmore Lake, MI | Jan 2012 - Aug 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- WA
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Total Assets Under Management3,606MILLIONS
-
Total Number of Accounts2,370ACCOUNTS
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Average Account Value$1,521,444
- A percentage of assets under your management
- 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)
- Other
AK, AL, AR, AZ, CA, CO, CT, FL, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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