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Jeffrey Merrill

VFPE ADVISORS LLC·BERWYN, Pennsylvania
Clean recordVFPE ADVISORS LLC
1000 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 6575313Firm CRD# 299829

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Merrill · BERWYN, PA
Registration
CRD #6575313 · VFPE ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Merrill is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with VFPE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
VFPE ADVISORS LLC
VFPE ADVISORS LLC
AUM
$174M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at VFPE ADVISORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: REFERRAL FEES FROM AFFILIATED ENTITIES
Regulatory
SEC/IARD CRD# 6575313
Firm CRD# 299829
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Merrill offer?
Jeffrey Merrill specializes in Retirement Planning. Contact their office in BERWYN, Pennsylvania for a consultation.
What are Jeffrey Merrill's credentials?
Jeffrey Merrill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Merrill located?
Jeffrey Merrill is based in BERWYN, Pennsylvania, working with VFPE ADVISORS LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does Jeffrey Merrill charge for services?
Jeffrey Merrill's firm is compensated through percentage of aum, performance-based fees, other: referral fees from affiliated entities. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VFPE ADVISORS LLC?
VFPE ADVISORS LLC has approximately 7 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VFPE ADVISORS LLC

Michael Creighton
AUDUBON, PA
Daniel Gleason
AUDUBON, PA
Radcliffe Hastings
KING OF PRUSSIA, PA

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Research
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