Unclaimed Profile

Whitney Merrill

GILMAN HILL ASSET MANAGEMENT, LLC·WESTPORT, Connecticut

Series 7, Series 24, Series 63, Series 65Clean record27 years registeredGILMAN HILL ASSET MANAGEMENT, LLC

156 KING'S HIGHWAY NORTH, WESTPORT, CT 06880CRD# 1177111Firm CRD# 143970

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Whitney Merrill · WESTPORT, CT

Registration

CRD #1177111 · GILMAN HILL ASSET MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GILMAN HILL ASSET MANAGEMENT, LLC

GILMAN HILL ASSET MANAGEMENT, LLC

Sep 2007 – Jan 2017

WESTPORT, CT

GILMAN HILL ASSET MANAGEMENT

Mar 1999 – Sep 2007

WESTPORT, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 25, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GILMAN HILL ASSET MANAGEMENT, LLC

CRD 143970 · SEC 801-67941

AUM

$705M

Regulatory assets under management

Employees

594 client accounts

Services offered by GILMAN HILL ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GILMAN HILL ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Whitney Merrill offer?

Whitney Merrill specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Whitney Merrill's credentials?

Whitney Merrill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Whitney Merrill located?

Whitney Merrill is based in WESTPORT, Connecticut, last registered with GILMAN HILL ASSET MANAGEMENT, LLC.

How does Whitney Merrill charge for services?

Whitney Merrill'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 GILMAN HILL ASSET MANAGEMENT, LLC?

GILMAN HILL ASSET MANAGEMENT, LLC has approximately 10 employees and manages $705M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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