Unclaimed Profile

Erik Walter Merkau

SCOTTRADE INVESTMENT MANAGEMENT, INC.·SAINT LOUIS, Missouri

SIE, Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63, Series 99TOCFAClean record18 years registeredSCOTTRADE INVESTMENT MANAGEMENT, INC.

700 MARYVILLE CENTRE DRIVE, SAINT LOUIS, MO 63141CRD# 2176820Firm CRD# 169988

Profile Verification

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

Identity

Erik Walter Merkau · SAINT LOUIS, MO

Registration

CRD #2176820 · SCOTTRADE INVESTMENT MANAGEMENT, INC. · 18 years registered

Brand Profile

Not yet started

Career History

CHOREO, LLC

Jan 2026 – present

J.P. MORGAN SECURITIES LLC

Sep 2016 – May 2022

COLUMBUS, OH

SCOTTRADE INVESTMENT MANAGEMENT

Mar 2014 – Jul 2016

SAINT LOUIS, MO

TD AMERITRADE, INC.

Jan 2011 – Jun 2013

OMAHA, NE

AMERIVEST INVESTMENT MANAGEMENT, LLC

Sep 2009 – Jun 2013

OMAHA, NE

TD AMERITRADE, INC.

Sep 2009 – Dec 2010

OMAHA, NE

WELLS FARGO INVESTMENTS, LLC

Dec 2007 – Jun 2009

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 8

Series 9

Series 10

Series 24

Series 63

Series 99TO

Registration record

First registered · December 11, 2007

Years registered · 18

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SCOTTRADE INVESTMENT MANAGEMENT, INC.

CRD 169988 · SEC 801-79217

AUM

$2.3B

Regulatory assets under management

Employees

300

20,396 client accounts

Services offered by SCOTTRADE INVESTMENT MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SCOTTRADE INVESTMENT MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Erik Walter Merkau offer?

Erik Walter Merkau specializes in Investment Management, Fee-Only Advisory. Contact their office in SAINT LOUIS, Missouri for a consultation.

What are Erik Walter Merkau's credentials?

Erik Walter Merkau holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Erik Walter Merkau located?

Erik Walter Merkau is based in SAINT LOUIS, Missouri, working with SCOTTRADE INVESTMENT MANAGEMENT, INC.. Their office serves clients in the SAINT LOUIS metropolitan area and surrounding communities.

How does Erik Walter Merkau charge for services?

Erik Walter Merkau'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 SCOTTRADE INVESTMENT MANAGEMENT, INC.?

SCOTTRADE INVESTMENT MANAGEMENT, INC. has approximately 300 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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