William S. Merriken
Professional summary
William Sapp Merriken JR, who also goes by Will Merriken, William S Merriken Jr, is a registered financial advisor currently at REDWOOD WEALTH MANAGEMENT GROUP, LLC located in Moorestown, New Jersey.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. William has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Sapp Merriken JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 14, 2016 - Present
REDWOOD WEALTH MANAGEMENT GROUP, LLC
Office #1: 119 N Church St, Moorestown, NJ 08057November 30, 2016 - August 17, 2017
PURSHE KAPLAN STERLING INVESTMENTS
November 30, 2015 - September 28, 2016
LANE HIPPLE - WEALTH MANAGEMENT GROUP
October 28, 2013 - September 1, 2015
PURSHE KAPLAN STERLING INVESTMENTS
April 1, 2013 - September 27, 2013
VSR FINANCIAL SERVICES, INC.
April 1, 2013 - September 27, 2013
VSR FINANCIAL SERVICES, INC.
July 25, 2012 - April 15, 2013
LPL FINANCIAL LLC
July 8, 2009 - April 15, 2013
LPL FINANCIAL LLC
February 27, 2006 - May 15, 2009
ON INVESTMENT MANAGEMENT CO
July 30, 2004 - May 15, 2009
THE O.N. EQUITY SALES COMPANY
January 12, 1999 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
October 3, 1995 - July 16, 2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
January 8, 1987 - August 29, 1987
SECURED RESOURCE ASSOCIATES, INC.
February 27, 1985 - October 21, 1986
TNE INVESTMENT SERVICES CORPORATION
February 16, 1981 - November 25, 1986
G. R. PHELPS & CO., INC.
Primary Firm SEC Registration
REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD#: 281741 / SEC#: 801-106789
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/14/2016)
Exams
Current Firm
REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD#: 281741 / SEC#: 801-106789
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,174 |
| AUM (Assets Under Management) | $ 282,524,408 |
Red Flags
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