Sierra
Butler
Merriman
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About this Advisor
Sierra Butler is a certified financial planner who works out of Seattle, Washington with a total of 3 years of relevant experience. Butler currently works for Merriman. Throughout their career, they have worked at Dimensional Fund Advisors, Lunar Reconnaissance Orbiter Camera, Skippers Fish And Chips, Avnet Inc, Petsmart Inc, Mra Associates, Unemployed- Full-Time Student and Merriman Wealth Management, LLC. Butler has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Washington. Merriman is an advisory firm that has its headquarters in Seattle, WA. The company has offices in four locations and a total of 57 financial advisors. It controls $3 billion in assets under management between its 2,306 accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 2,306 customer accounts, 43% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Merriman offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. A financial advisor's fee schedules vary depending on which services the firm provides the client. Fee types charged by Merriman likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merriman Brokerage Details
$3,297,155,500
57
2,306
$1,429,816
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Sierra Butler Work History
Sierra has been registered as a financial advisor for 3 years.*
Merriman Wealth Management, LLC
Dimensional Fund Advisors
Petsmart Inc
Mra Associates
Avnet Inc
Lunar Reconnaissance Orbiter Camera
Unemployed- Full-Time Student
Skippers Fish And Chips
*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 Sierra Butler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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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.
