Merri Morgan
Merri Morgan is a registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 30 years of industry experience. Merri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Merri sells equity indexed annuities and other insurance products through Avantax, dedicating minimal time to these activities. She also works as a senior tax manager, spending nearly full-time hours preparing and reviewing tax returns, and serves as executrix for her uncle's estate, dedicating about 10-20% of her time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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