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Garrett Merrill

21 Years of Experience
San Diego, CA
Broker

Garrett Merrill is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 21 years of industry experience. Garrett 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

655 W Broadway 12th Fl, San Diego, CA, 92101

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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

Garrett is an Elder at Christ Presbyterian Church since August 2023, overseeing church personnel and reviews. He is also a property committee member for Boy Scouts of America, reviewing properties and planning repairs, dedicating minimal time to each role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Cetera Advisors LLC
May 2019 - Present · 7 yrs
Cetera Advisors LLCBroker
May 2019 - Present · 7 yrs
Previous Registrations
First Allied Advisory Services, INC.
June 2012 - November 2020 · 8 yrs 5 mos
First Allied Securities, INC.
May 2008 - July 2012 · 4 yrs 2 mos
First Allied Securities, INC.Broker
July 2007 - September 2022 · 15 yrs 2 mos
Northern Trust Securities, INC.Broker
December 2003 - October 2006 · 2 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.