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Mark Richard Merritt

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Richard Merritt · ASHEVILLE, NC
Registration
CRD #2797324 · MILLBANK DARTMOOR PORTSMOUTH LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

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.

02

Focus Areas

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

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03

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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2797324
Firm CRD# 311046
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 at MILLBANK DARTMOOR PORTSMOUTH LLC

Dennis Michael Davitt
ASHEVILLE, NC

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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