Steven
Merrell
Monterey Private Wealth, Inc
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About this Advisor
Steven Merrell is a financial advisor based in Monterey, California, working with Monterey Private Wealth, Inc. Steven has previously held a position at Monterey Private Wealth, Inc. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Steven is part of Monterey Private Wealth, Inc, which operates out of Monterey, California. The firm has 10 offices and 13 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Monterey Private Wealth, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Office Location
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Monterey Private Wealth, Inc Brokerage Details
$1,005,871,830
13
1,967
$511,374
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Steven Merrell Work History
Monterey Private Wealth, Inc
Disclosures
Please visit the SEC profile of Steven Merrell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Monterey Private Wealth, Inc
Monterey, CA
Monterey, CA
Monterey, CA
Monterey, CA
Monterey, CA
Monterey, CA
Monterey, CA
Monterey, CA
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