Christopher Merlo is a registered investment advisor at Wells Fargo Advisors, based in Bethel Park, PA, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
5311 Brightwood Rd, Bethel Park, PA, 15102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher owns several businesses, including CAM Tax Consulting LLC (tax preparation and planning), Cambria Holdings LLC (real estate), Penn Select Wealth Advisors LLC (WFAFN practice), and commercial rental property. He also works as an enrolled agent, and dedicates full-time hours to Penn Select Wealth Advisors LLC.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations14 states
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