Gary Merryman is a registered investment advisor at Morgan Stanley, based in Columbus, OH, with 24 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
Loading...
Location
4449 Easton Way, Suite 300, Columbus, OH, 43219
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Morgan Stanley
March 2010 - Present · 16 yrs 4 mos
Morgan StanleyBroker
March 2010 - Present · 16 yrs 4 mos
Previous Registrations
J.P. Morgan Securities INC.Broker
October 2008 - March 2010 · 1 yr 5 mos
J.P. Morgan Securities INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
Banc One Securities CorporationBroker
May 2006 - July 2006 · 2 mos
Banc One Securities CorporationBroker
October 2005 - May 2006 · 7 mos
Chase Investment Services CORP.
September 2005 - March 2010 · 4 yrs 6 mos
Chase Investment Services CORP.Broker
September 2005 - March 2010 · 4 yrs 6 mos
Stifel, Nicolaus & Company, Incorporated
July 2002 - July 2005 · 3 yrs
Stifel, Nicolaus & Company, IncorporatedBroker
August 2001 - July 2005 · 3 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.