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Mark Richard Merritt

MILLBANK DARTMOOR PORTSMOUTH LLC·ASHEVILLE, North Carolina
Unclaimed Profile
22 SOUTH PACK SQUARE, ASHEVILLE, NC 28801CRD# 2797324Firm CRD# 311046
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About

Mark Richard Merritt is a registered financial advisor based in ASHEVILLE, North Carolina, affiliated with MILLBANK DARTMOOR PORTSMOUTH LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
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Firm Overview

Firm
MILLBANK DARTMOOR PORTSMOUTH LLC
MILLBANK DARTMOOR PORTSMOUTH LLC
AUM
$213M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MILLBANK DARTMOOR PORTSMOUTH LLC →
Services
Portfolio management (pooled investments)
Selection of other advisers
Other
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2797324
Firm CRD# 311046
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark Richard Merritt offer?
Mark Richard Merritt specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ASHEVILLE, North Carolina for a consultation.
What are Mark Richard Merritt's credentials?
Mark Richard Merritt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Richard Merritt located?
Mark Richard Merritt is based in ASHEVILLE, North Carolina, working with MILLBANK DARTMOOR PORTSMOUTH LLC. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.
How does Mark Richard Merritt charge for services?
Mark Richard Merritt'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 MILLBANK DARTMOOR PORTSMOUTH LLC?
MILLBANK DARTMOOR PORTSMOUTH LLC has approximately 3 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ASHEVILLE
Jeffrey Alan Gould — ALTAMONT CAPITAL MANAGEMENT, LLC.Albert Sullivan Davis — DAVIS FINANCIAL PLANNING, LLCFrederick Franklin Kramer — DIXON HUGHES GOODMAN WEALTH ADVISORS LLCStanley Howland Cocke — BOYS, ARNOLD & COMPANY, INC.Tracy Boyer Clark — PARSEC FINANCIAL MANAGEMENT INC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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