Michael Merlo
Michael Merlo is a registered investment advisor at Wells Fargo Advisors, based in Bedminster, NJ, with 53 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
550 Hills Dr, Bedminster, NJ, 07921
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Other Business Activities
Michael is the treasurer of the Kiwanis Club in Linden, NJ, a non-investment related activity. He spends a few hours per week on this role.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
First Union Capital Markets CORP.Broker
Butcher & Singer INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations25 states
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
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