Merle
Trees
Segall Bryant & Hamill
Answer a few questions and
get matched with an advisor.
About this Advisor
Merle Trees is a chartered financial analyst and chartered investment counselor operating in Chicago, Illinois with 8 years of relevant experience. Trees is an employee of Segall Bryant & Hamill. Trees has gained experience at Trees Investment Counsel, Segall Bryant & Hamill, LLC and Ci Segall Bryant & Hamill Private Wealth. Trees is able to advise clients in Illinois. Segall Bryant & Hamill is a firm operating out of Chicago, IL. The company has offices in four locations and a total of 124 financial advisors. It controls $15 billion in total assets among its 993 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 58 charitable organizations. Of its 993 client accounts, just 6% are held by high-net-worth clients who have greater than $1 million in assets. The firm performs a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically depend on which service is provided. Fees billed by Segall Bryant & Hamill most likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Segall Bryant & Hamill Brokerage Details
$15,434,620,764
124
993
$15,543,425
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Merle Trees Work History
Merle has been registered as a financial advisor for 8 years.*
Ci Segall Bryant & Hamill Private Wealth
Segall Bryant & Hamill, LLC
Trees Investment Counsel
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Merle Trees 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 Segall Bryant & Hamill
Denver, CO
Denver, CO
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Naples, FL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
