Merriman

Merriman (CRD# 166580) is a financial advisory firm headquartered in Seattle, WA. They manage $3,297,155,500 in 2,306 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,297
    MILLION
  • Total Number of Accounts
    2,306
    ACCOUNTS
  • Average Account Value
    $1,429,816
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Merriman
Showing 1 - 10 of 24 top financial advisors.
1
Jeffrey G. Barnett
CRD#: 7066933
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

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. Jeffrey Barnett 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
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

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. 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
Jeremy A. Burger
CRD#: 4621172
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

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. 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.

4
Aimee K. Butler
CRD#: 4669339
1400 Executive Parkway, Suite #110, Eugene, OR 97401

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. Aimee Butler 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
Sierra M. Butler
CRD#: 6935586
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

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. Sierra Butler 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
Scott M. Christensen
CRD#: 7001757
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

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. Scott Christensen 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
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

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. 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
Michael B. Ersser
CRD#: 7046787
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

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. Michael Ersser 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
Paresh V. Kamdar
CRD#: 2589583
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

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. Paresh Kamdar 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
Sarah E. Kordon
CRD#: 4227199
1400 Executive Parkway, Suite 110, Eugene, OR 97401

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. Sarah Kordon 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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