Gregory D. Merrill

STRATEGIC ASSET MANAGEMENT

TACOMA , WA

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CRD#: 2555064

Professional summary

Gregory David Merrill, CFA is a registered financial advisor currently at STRATEGIC ASSET MANAGEMENT located in Tacoma , Washington.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Gregory has worked at 1 firm and has passed the Series 65 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory David Merrill's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

March 9, 1995 - Present

STRATEGIC ASSET MANAGEMENT

RIA

CRD#: 117549

TACOMA , WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(3/9/1995)

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Exams

State Security Law Exam

IAR

Series 65

Date: 10/17/1994

Uniform Investment Adviser Law Examination

Principal/Supervisory Exam

Series 24

Date: 12/20/1994

General Securities Principal Examination

Current Firm

STRATEGIC ASSET MANAGEMENT

MERRILL, GREGORY, DAVID | STRATEGIC ASSET MANAGEMENT LLC | STRATEGIC ASSET MANAGEMENT

CRD#: 117549 / SEC#:

Washington

Registered Investment Advisory firm - (3/9/1995 Approved)

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Contact information

Main Address

33442 First Way South #201, Federal Way, WA 98003

Mailing Address

Phone number

(253) 927-0998

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	87
AUM (Assets Under Management)	$ 4,700,000

Red Flags

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Gregory D. Merrill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory David Merrill's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 10/17/1994

Series 24

Date: 12/20/1994

Current Firm

STRATEGIC ASSET MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRATEGIC ASSET MANAGEMENT

TRUST BUT VERIFY

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