Geoffrey A. Andrew Merl

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 09/2003 → 04/2019
  Ubs Financial Services Inc.
  Dayton, OH
• 04/2019 → Present
  Wells Fargo Clearing Services Llc
  Columbus, OH

Previous Registrations

• 2003-12-02 → 2019-05-07
  Ubs Financial Services Inc.
  Miamisburg, OH
  Dayton, OH

Other Businesses

OTTERBEIN UNIVERSITY; INVESTMENT RELATED; WESTERVILLE,OH; INSTRUCTOR; START DATE 09/01/2021; NUMBER OF HOURS PER MONTH 2; NUBMER OF HOURS DURING TRADING 0; TEACHING FINANCIAL STRATEGIES FOR SUCCESSFUL RETIREMENT.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-01

Other Names

• Geoffrey Merl
• Geoffrey Andrew Merl