Unclaimed Profile

Kevin William Merrow

ADP STRATEGIC PLAN SERVICES, LLC·ROSELAND, New Jersey

SIE, Series 6, Series 26, Series 63, Series 65CFPClean record18 years registeredADP STRATEGIC PLAN SERVICES, LLC

1 ADP BOULEVARD, ROSELAND, NJ 07068CRD# 4730876Firm CRD# 286555

Profile Verification

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

Identity

Kevin William Merrow · ROSELAND, NJ

Registration

CRD #4730876 · ADP STRATEGIC PLAN SERVICES, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADP STRATEGIC PLAN SERVICES, LLC

ADP STRATEGIC PLAN SERVICES, LLC

Jun 2017 – Oct 2017

Salem, NH

AARP FINANCIAL

May 2008 – Oct 2010

TEWKSBURY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · May 14, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADP STRATEGIC PLAN SERVICES, LLC

CRD 286555 · SEC 801-109013

AUM

$20.9B

Regulatory assets under management

Employees

78,961 client accounts

Services offered by ADP STRATEGIC PLAN SERVICES, LLC

Per Form ADV

Publication of periodicals/newsletters

View all advisors at ADP STRATEGIC PLAN SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin William Merrow offer?

Kevin William Merrow is a registered financial advisor in ROSELAND, New Jersey.

What are Kevin William Merrow's credentials?

Kevin William Merrow holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kevin William Merrow located?

Kevin William Merrow is based in ROSELAND, New Jersey, last registered with ADP STRATEGIC PLAN SERVICES, LLC.

How does Kevin William Merrow charge for services?

Kevin William Merrow's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADP STRATEGIC PLAN SERVICES, LLC?

ADP STRATEGIC PLAN SERVICES, LLC has approximately 11 employees and manages $20.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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