Ciara Merriman is a registered investment advisor at Edward Jones, based in Novi, MI, with 24 years of industry experience. Ciara is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Novi, MI
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
June 2018Judgment / Lien
April 2017Judgment / Lien
May 2016Employment History
Current Registrations
Edward Jones
April 2023 - Present · 3 yrs 6 mos
Edward JonesBroker
March 2023 - Present · 3 yrs 7 mos
Edward Jones
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - August 2022 · 4 yrs 1 mo
Strategic Advisers LLC
May 2015 - July 2018 · 3 yrs 2 mos
Fidelity Brokerage Services LLCBroker
May 2015 - August 2022 · 7 yrs 3 mos
Allstate Financial Services, LLCBroker
August 2014 - April 2015 · 8 mos
Allstate Financial Advisors, LLC
August 2014 - April 2015 · 8 mos
Hornor, Townsend & Kent, INC.Broker
June 2014 - August 2014 · 2 mos
Tiaa-Cref Advice and Planning Services
April 2007 - October 2013 · 6 yrs 6 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
April 2007 - October 2013 · 6 yrs 6 mos
Cco Investment Services CORP.Broker
December 2005 - March 2007 · 1 yr 3 mos
Charter One Securities, INC.Broker
June 2005 - December 2005 · 6 mos
Charles Schwab & CO., INC.Broker
June 2003 - January 2005 · 1 yr 7 mos
VALIC Financial Advisors, INC.Broker
June 2000 - October 2002 · 2 yrs 4 mos
The Variable Annuity Marketing CompanyBroker
June 2000 - December 2001 · 1 yr 6 mos
Dean Witter Reynolds INC.Broker
December 1998 - June 1999 · 6 mos
State Registrations1 state
MI
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.
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