Jerry A. Merrill

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 06/2003 → 09/2022
  The Vanguard Group, Inc.
  Charlotte, NC
• 02/2023 → 04/2024
  Morgan Stanley Smith Barney Llc
  Cornelius, NC
• 09/2022 → 02/2023
  Unemployed
  Harrisburg, NC
• 04/2024 → 08/2025
  Merrill Edge/Bank Of America
  Charlotte, NC
• 07/2025 → 10/2025
  Sain Solutions/Rockforce Workforce/Wideark
  Charlotte, NC
• 10/2025 → Present
  Fidelity Investments
  Raleigh, NC

Previous Registrations

• 2024-05-17 → 2025-09-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 2023-02-14 → 2024-04-30
  Morgan Stanley
  Cornelius, NC
• 2019-11-01 → 2022-10-05
  Vanguard Advisers, Inc.
  Charlotte, NC

Other Businesses

OBA-131794|OrgNmn:Sain Sound Solutions|Org Addr:Lake Wylie,South Caro,US|OBA Nature:Event lighting, sound and stag|Invst Rel:N|Title:Independent Contractor|Duties:Stage hand to assemble stage set up & lighting for concerts/conferences.|StrtDt:07-17-26|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2019-10-16
• S63 Uniform Securities Agent State Law Examination
  2003-07-25

Other Names

• Jerry A Merrill
• Jerry Allen Merrill
• Jerry Allen Merrill
• Jerry Merrill