Merriman
Merriman (CRD# 166580) is a financial advisory firm headquartered in Seattle, WA. They manage $3,605,822,320 in 2,370 accounts and serve the financial needs of clients across 38 states (or territories).
-
Total Assets Under Management3,606MILLION
-
Total Number of Accounts2,370ACCOUNTS
-
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
Jeffrey Barnett (CRD# 7066933) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 5 years of experience in the finance industry.
Tyler Bartlett (CRD# 4235376) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 22 years of experience in the finance industry.
Jeremy Burger (CRD# 4621172) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 19 years of experience in the finance industry.
Aimee Butler (CRD# 4669339) is an Investment Advisor Representative working at Merriman in Eugene, OR and has over 14 years of experience in the finance industry.
Sierra Butler (CRD# 6935586) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 5 years of experience in the finance industry.
Scott Christensen (CRD# 7001757) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 5 years of experience in the finance industry.
Geoffrey Curran (CRD# 5812152) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 13 years of experience in the finance industry.
Michael Ersser (CRD# 7046787) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 5 years of experience in the finance industry.
Paresh Kamdar (CRD# 2589583) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 29 years of experience in the finance industry.
Sarah Kordon (CRD# 4227199) is an Investment Advisor Representative working at Merriman in Eugene, OR and has over 21 years of experience in the finance industry.