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 11 - 20 of 23 top financial advisors.
11
Michelle C. Lach
CRD#: 7072327
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

Michelle Lach (CRD# 7072327) is an Investment Advisor Representative working at Merriman in Seattle, WA and has 1 year of experience in the finance industry.

12
Jennifer P. Lee
CRD#: 6811676
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

Jennifer Lee (CRD# 6811676) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 6 years of experience in the finance industry.

13
Colleen J. Lindstrom
CRD#: 4464152
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

Colleen Lindstrom (CRD# 4464152) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 23 years of experience in the finance industry.

14
Frank McLaughlin
CRD#: 6273096
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

Frank McLaughlin (CRD# 6273096) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 9 years of experience in the finance industry.

15
Lowell L. Parker
CRD#: 5330738
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

Lowell Parker (CRD# 5330738) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 16 years of experience in the finance industry.

16
Aaron M. Spencer
CRD#: 4285719
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

Aaron Spencer (CRD# 4285719) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 23 years of experience in the finance industry.

17
Danielle L. Strumbeta
CRD#: 6521338
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

Danielle Strumbeta (CRD# 6521338) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 7 years of experience in the finance industry.

18
Christopher F. Waclawik
CRD#: 6379682
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

Christopher Waclawik (CRD# 6379682) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 9 years of experience in the finance industry.

19
Jacob P. Wham
CRD#: 5300079
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

Jacob Wham (CRD# 5300079) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 10 years of experience in the finance industry.

20
Lily I. Gillman
CRD#: 7789903
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

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.

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