RM
RM

Rhett Merchant

34 Years of Experience
Williamsport, PA
Broker

Rhett Merchant is a registered investment advisor at Morgan Stanley, based in Williamsport, PA, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

175 Pine Street, Suite 100, Williamsport, PA, 17701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rhett is involved with a trust in Wooster, Ohio, since 2015, dedicating minimal time to it. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
August 2013 - Present · 12 yrs 9 mos
Morgan StanleyBroker
August 2013 - Present · 12 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - September 2013 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - September 2013 · 4 yrs 11 mos
Wachovia Securities, LLC
June 2003 - October 2008 · 5 yrs 4 mos
Wachovia Securities, LLCBroker
December 2002 - October 2008 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1994 - November 2002 · 8 yrs 9 mos
Edward D. Jones & CO., L.P.Broker
September 1991 - February 1994 · 2 yrs 5 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.