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John David Meerschaert

MILLIMAN ADVISORS, LLC·SEATTLE, Washington
Unclaimed Profile
1301 FIFTH AVE STE 3800, SEATTLE, WA 98101-2605CRD# 7069856Firm CRD# 112245
01

About

John David Meerschaert is a registered financial advisor based in SEATTLE, Washington, affiliated with MILLIMAN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types
Nonprofits & Foundations
03

Firm Overview

Firm
MILLIMAN ADVISORS, LLC
MILLIMAN ADVISORS, LLC
AUM
$2.7B
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MILLIMAN ADVISORS, LLC →
Services
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7069856
Firm CRD# 112245
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John David Meerschaert offer?
John David Meerschaert specializes in Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are John David Meerschaert's credentials?
John David Meerschaert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John David Meerschaert located?
John David Meerschaert is based in SEATTLE, Washington, working with MILLIMAN ADVISORS, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does John David Meerschaert charge for services?
John David Meerschaert's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILLIMAN ADVISORS, LLC?
MILLIMAN ADVISORS, LLC has approximately 2 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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