Merriman

Merriman (CRD# 166580) is a financial advisory firm headquartered in Seattle, WA. They manage $2,573,376,991 in 6,703 accounts and serve the financial needs of clients across 41 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,573
    MILLION
  • Total Number of Accounts
    6,703
    ACCOUNTS
  • Average Account Value
    $383,914
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Merriman
Showing 1 - 10 of 29 top financial advisors.
1
Hannah E. Ahmed
CRD#: 4970862
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Hannah Ahmed (CRD# 4970862) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 11 years of experience in the finance industry. Hannah Ahmed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Tyler D. Bartlett
CRD#: 4235376
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Tyler Bartlett (CRD# 4235376) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 16 years of experience in the finance industry. Tyler Bartlett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andrew J. Bloom
CRD#: 6002395
111 South Post Street, Suite 2250, Spokane, WA 98201
96
Wealthminder
score

Andrew Bloom (CRD# 6002395) is an Investment Advisor Representative working at Merriman in Spokane, WA and has over 6 years of experience in the finance industry.

4
Jeremy A. Burger
CRD#: 4621172
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Jeremy Burger (CRD# 4621172) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 13 years of experience in the finance industry. Jeremy Burger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Charlene D. Carter
CRD#: 1932190
871 Country Club Road, Eugene, OR 97401
96
Wealthminder
score

Charlene Carter (CRD# 1932190) is an Investment Advisor Representative working at Merriman in Eugene, OR and has over 28 years of experience in the finance industry. Charlene Carter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Cheryl A. Curran
CRD#: 1964061
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Cheryl Curran (CRD# 1964061) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 23 years of experience in the finance industry. Cheryl Curran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Geoffrey Y. Curran
CRD#: 5812152
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Geoffrey Curran (CRD# 5812152) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 7 years of experience in the finance industry. Geoffrey Curran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Phuc V. Dang
CRD#: 5421226
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Phuc Dang (CRD# 5421226) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 12 years of experience in the finance industry. Phuc Dang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Jennifer I. Hector
CRD#: 5069442
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Jennifer Hector (CRD# 5069442) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 12 years of experience in the finance industry. Jennifer Hector has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Eric R. Jonson
CRD#: 1437008
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Eric Jonson (CRD# 1437008) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 32 years of experience in the finance industry. Eric Jonson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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