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).

Current Firm Details
920 Fifth Avenue, Suite 2720, Seattle, WA 98104
https://www.facebook.com/merrimanllc/
By the Numbers
  • Total Assets Under Management
    3,606
    MILLION
  • Total Number of Accounts
    2,370
    ACCOUNTS
  • Average Account Value
    $1,521,444
Compensation Options
  • A percentage of assets under your management
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 21 - 23 of 23 top financial advisors.
21
Charles Jones, financial advisor Bellevue WA
Charles H. Jones
CRD#: 7817282
10900 Ne 8th Street, Suite 780, Bellevue, WA 98004

Charles Jones (CRD# 7817282) is an Investment Advisor Representative working at Merriman in Bellevue, WA and has 1 year of experience in the finance industry.

22
Moorea Monaco, financial advisor Eugene OR
Moorea C. Monaco
CRD#: 6382211
1400 Executive Parkway, Suite 110, Eugene, OR 97401

Moorea Monaco (CRD# 6382211) is an Investment Advisor Representative working at Merriman in Eugene, OR and has over 4 years of experience in the finance industry.

23
Michelle Smith, financial advisor Seattle WA
Michelle C. Smith
CRD#: 7653564
920 Fifth Avenue, Suite 2720, Seattle, WA 98104

Michelle Smith (CRD# 7653564) 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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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