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Alexander Gabriel Merk

MERK INVESTMENTS LLC·MENLO PARK, California
Series 3, Series 6, Series 63, Series 65Clean record24 years registeredMERK INVESTMENTS LLC
1150 CHESTNUT ST., MENLO PARK, CA 94025CRD# 4458331Firm CRD# 112305

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexander Gabriel Merk · MENLO PARK, CA
Registration
CRD #4458331 · MERK INVESTMENTS LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MERK INVESTMENTS LLC
Oct 2001Dec 2025
PALO ALTO, CA
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 6
Series 63
Series 65
Registration record
First registered · October 31, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MERK INVESTMENTS LLC
CRD 112305 · SEC 801-60616
AUM
$1.1B
Regulatory assets under management
Employees
7
2 client accounts
Services offered by MERK INVESTMENTS LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
Introduction

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05

Frequently Asked Questions

What services does Alexander Gabriel Merk offer?
Alexander Gabriel Merk specializes in Investment Management, Retirement Planning, Fee-Only Advisory.
What are Alexander Gabriel Merk's credentials?
Alexander Gabriel Merk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander Gabriel Merk located?
Alexander Gabriel Merk is based in MENLO PARK, California, last registered with MERK INVESTMENTS LLC.
How does Alexander Gabriel Merk charge for services?
Alexander Gabriel Merk's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERK INVESTMENTS LLC?
MERK INVESTMENTS LLC has approximately 7 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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