Nina
Sharp
Merriman
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About this Advisor
Nina Sharp is a certified financial planner who works in Bellevue, Washington who has 1 year of relevant experience. Sharp is an employee of Merriman. Throughout their career, they have worked at Brighton Jones, Whitman College, Whitman College Technology Services, Ubs Financial Services, Dis Study Abroad, Whitman College Residence Life, Baker Boyer Bank, Whitman College Academic Resource Center, Forest Ridge School and Merriman Wealth Management. Sharp maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Washington. Merriman is a registered investment company operating out of Seattle, WA. It has offices in four locations and a total of 57 advisors. It administers $3 billion in total assets among its 2,306 client accounts, placing it among the biggest investment 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 at least $1 million in investable assets. The firm provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial management fees largely depend on the financial services. Fee types billed by Merriman likely are comprised of any blend 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
Nina Sharp Work History
Nina has been registered as a financial advisor for 1 years.*
Merriman Wealth Management
Brighton Jones
Whitman College Technology Services
Whitman College Technology Services
Ubs Financial Services
Dis Study Abroad
Whitman College Residence Life
Baker Boyer Bank
Whitman College Academic Resource Center
Ubs Financial Services
Whitman College
Forest Ridge School
Forest Ridge School
*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 Nina Sharp 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.
