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Steven Charles Merrell

MONTEREY PRIVATE WEALTH, INC.·MONTEREY, California
Clean recordMONTEREY PRIVATE WEALTH, INC.
2340 GARDEN ROAD, MONTEREY, CA 93940CRD# 1546736Firm CRD# 114572

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Charles Merrell · MONTEREY, CA
Registration
CRD #1546736 · MONTEREY PRIVATE WEALTH, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Charles Merrell is a registered financial advisor based in MONTEREY, California, affiliated with MONTEREY PRIVATE WEALTH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MONTEREY PRIVATE WEALTH, INC.
MONTEREY PRIVATE WEALTH, INC.
AUM
$1.0B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at MONTEREY PRIVATE WEALTH, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Regulatory
SEC/IARD CRD# 1546736
Firm CRD# 114572
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Charles Merrell offer?
Steven Charles Merrell specializes in Financial Planning, Investment Management. Contact their office in MONTEREY, California for a consultation.
What are Steven Charles Merrell's credentials?
Steven Charles Merrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Charles Merrell located?
Steven Charles Merrell is based in MONTEREY, California, working with MONTEREY PRIVATE WEALTH, INC.. Their office serves clients in the MONTEREY metropolitan area and surrounding communities.
How does Steven Charles Merrell charge for services?
Steven Charles Merrell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONTEREY PRIVATE WEALTH, INC.?
MONTEREY PRIVATE WEALTH, INC. has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MONTEREY PRIVATE WEALTH, INC.

Jeanne Marie Merrell
MONTEREY, CA
Kenneth Burton Petersen
MONTEREY, CA
Gary Eugene Douglas Alt
MONTEREY, CA
Shelley Marie Cabanillas
MONTEREY, CA
Cristofer Andres Cabanillas
MONTEREY, CA
Jeanne Marie Merrell
MONTEREY, CA

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Research
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