Unclaimed Profile

Arthur Gates Merriman

CARNEGIE CAPITAL ASSET MANAGEMENT, LLC·PEPPER PIKE, Ohio

Clean recordCARNEGIE CAPITAL ASSET MANAGEMENT, LLC

30300 CHAGRIN BOULEVARD, PEPPER PIKE, OH 44124CRD# 1063825Firm CRD# 150488

Profile Verification

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

Identity

Arthur Gates Merriman · PEPPER PIKE, OH

Registration

CRD #1063825 · CARNEGIE CAPITAL ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Arthur Gates Merriman is a registered financial advisor based in PEPPER PIKE, Ohio, affiliated with CARNEGIE CAPITAL ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CARNEGIE CAPITAL ASSET MANAGEMENT, LLC

CARNEGIE INVESTMENT COUNSEL

AUM

$4.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CARNEGIE CAPITAL ASSET MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Performance-based fees

Regulatory

SEC/IARD CRD# 1063825

Firm CRD# 150488

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Arthur Gates Merriman offer?

Arthur Gates Merriman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PEPPER PIKE, Ohio for a consultation.

What are Arthur Gates Merriman's credentials?

Arthur Gates Merriman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Arthur Gates Merriman located?

Arthur Gates Merriman is based in PEPPER PIKE, Ohio, working with CARNEGIE CAPITAL ASSET MANAGEMENT, LLC. Their office serves clients in the PEPPER PIKE metropolitan area and surrounding communities.

How does Arthur Gates Merriman charge for services?

Arthur Gates Merriman's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARNEGIE CAPITAL ASSET MANAGEMENT, LLC?

CARNEGIE CAPITAL ASSET MANAGEMENT, LLC has approximately 58 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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