EM
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Erold Merko

16 Years of Experience
Farmington Hills, MI
2 DisclosuresBroker

Erold Merko is a registered investment advisor at Raymond James & Associates, INC., based in Farmington Hills, MI, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

31500 Northwestern Highway, Suite 150, Farmington Hills, MI, 48334

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History

Regulatory History (2)
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.
Customer Dispute
December 2022
Denied
Customer Dispute
January 2019
Settled
Other Business Activities

Erold co-owns a rental property in Bonita Springs, Florida with his wife, dedicating minimal time to it. He also owns rental real estate in Northville, MI, spending minimal time on that as well.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2021 - Present · 4 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2021 - Present · 4 yrs 8 mos
Raymond James & Associates, INC.
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Advice and Planning Services
June 2012 - August 2021 · 9 yrs 2 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2012 - August 2021 · 9 yrs 2 mos
Freedom One Investment Advisors, INC.
June 2010 - June 2012 · 2 yrs
Sentinel Securities, INC.Broker
April 2010 - October 2011 · 1 yr 6 mos
Wachovia Securities, LLCBroker
January 2008 - October 2008 · 9 mos
A. G. Edwards & Sons, INC.Broker
October 2007 - January 2008 · 3 mos
State Registrations19 states
ALCTFLGAILKSMDMINCNJNYOHORPATXVAVTWAWI
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.