Joseph Roderick Cilley

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 12/2018
  U.S. Bancorp Investments, Inc.
  Puyallup, WA
• 01/2019 → 08/2024
  Lpl Financial, Llc
  Tacoma, WA
• 01/2019 → 09/2022
  Triad Investment Management
  Tacoma, WA
• 09/2022 → Present
  Merit Financial Advisors
  Alpharetta, GA
• 08/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2019-01-10 → 2022-10-04
  Triad Investment Management
  Tacoma, WA
  Issaquah, WA
• 2011-05-17 → 2019-01-08
  U.S. Bancorp Investments, Inc.
  Puyallup, WA
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Puyallup, WA
  Fife, WA
  Sumner, WA
  Tacoma, WA
  Puyallup, WA
  Tacoma, WA
  Puyallup, WA
  Sumner, WA
  Tacoma, WA
  University Place, WA
  Spanway, WA
  Puyallup, WA
  Bonney Lake, WA
• 2002-03-18 → 2011-06-13
  Lpl Financial Llc
  Tukwila, WA
  Woodinville, WA
  Federal Way, WA
  Tukwila, WA

Other Businesses

1) Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 09/2022. Hrs/month 160 all during trading hours. Service Clients. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 08/2024. Hrs/month 10 all during trading hours. Sales of Fixed/Traditional Insurance products. 3) Graham Hill Mutual Water Company. Not Investment Related. 9922 249th st Graham, WA 98338. Charitable/Non-Profit Organization. Board Member. 03/2020. Hrs/month 1 with 0 during trading hours. Non-profit board member for water company. 4) PKS. Investment Related. At the registered location. RR of BD. Commission compensation.

Exams

• S66 Uniform Combined State Law Examination
  2000-06-07

Designations

• Certified Financial Planner