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Garrett James Merrill

CETERA ADVISORS LLC·GREENWOOD VILLAGE, Illinois
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5299 DTC BLVD, GREENWOOD VILLAGE, IL 80111CRD# 4306692Firm CRD# 10299
01

About

Garrett James Merrill is a registered financial advisor based in GREENWOOD VILLAGE, Illinois, affiliated with CETERA ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CETERA ADVISORS LLC
CETERA ADVISORS LLC
AUM
$22.0B
Regulatory assets under management
Employees
1138
Total firm employees
View all advisors at CETERA ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4306692
Firm CRD# 10299
14 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Garrett James Merrill offer?
Garrett James Merrill specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD VILLAGE, Illinois for a consultation.
What are Garrett James Merrill's credentials?
Garrett James Merrill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Garrett James Merrill located?
Garrett James Merrill is based in GREENWOOD VILLAGE, Illinois, working with CETERA ADVISORS LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.
How does Garrett James Merrill charge for services?
Garrett James Merrill's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CETERA ADVISORS LLC?
CETERA ADVISORS LLC has approximately 1138 employees and manages $22.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREENWOOD VILLAGE
Ramon Ramos — CETERA ADVISORS LLCThomas William Halloran — CETERA ADVISORS LLCPatricia Rutherford Mccallop — CETERA ADVISORS LLCTimothy Earl Mccoy Stinson — CETERA ADVISORS LLCElisa-Anne-Marie Del Valle — CETERA ADVISORS LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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