Joseph
Merkle
Connectus Wealth
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About this Advisor
Joseph Merkle is a financial advisor operating out of Dallas, Texas with a total of 2 years of relevant experience. Merkle is currently employed by Connectus Wealth. Their career trajectory has included roles at Morgan Stanley, Northcoast Asset Management LLC and Connectus Wealth. Merkle has a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Connecticut and Texas. Connectus Wealth is a registered investment business based out of Cockeysville, MD. It has offices in two locations and a total of 71 people on staff. It administers $7 billion in total assets between its 9,139 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 37 charitable organizations. Of its 9,139 customer accounts, 21% are associated with high-net-worth investors who have at least $1 million in investable assets. The business performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules usually depend on which service is provided. However, fee types charged by Connectus Wealth likely include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Connectus Wealth Brokerage Details
$6,773,789,859
71
9,139
$741,196
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Joseph Merkle Work History
Joseph has been registered as a financial advisor for 2 years.*
Connectus Wealth
Northcoast Asset Management LLC
Morgan Stanley
*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 Joseph Merkle 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 Connectus Wealth
Greenwich, CT
Greenwich, CT
Greenwich, CT
Cockeysville, MD
Dallas, TX
Pasadena, CA
Greenwich, CT
Greenwich, CT
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.
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