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Mark Spencer Merkley

Morgan Stanley

Sandy, UT

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-13
UT RA APPROVED 2026-04-13
  • TX RA
    APPROVED
    Since 2026-04-13
  • UT RA
    APPROVED
    Since 2026-04-13

Branch Locations

200 West Civic Center Drive, Sandy, UT 84070 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
E*Trade Securities Llc Sandy UT 05/2015 07/2023
E*Trade Capital Management Llc Sandy UT 06/2015 07/2023
Morgan Stanley Sandy UT 01/2023 07/2023
Morgan Stanley Private Bank, N.A New York NY 02/2023 07/2023
Fidelity Investments Salt Lake City UT 11/2023 02/2026
Unemployed Salt Lake City UT 07/2023 11/2023
Morgan Stanley Sandy UT 03/2026 Present
Strategic Advisers Llc Boston MA 03/2025 02/2026
  • 05/2015 → 07/2023
    E*Trade Securities Llc
    Sandy, UT
  • 06/2015 → 07/2023
    E*Trade Capital Management Llc
    Sandy, UT
  • 01/2023 → 07/2023
    Morgan Stanley
    Sandy, UT
  • 02/2023 → 07/2023
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 11/2023 → 02/2026
    Fidelity Investments
    Salt Lake City, UT
  • 07/2023 → 11/2023
    Unemployed
    Salt Lake City, UT
  • 03/2026 → Present
    Morgan Stanley
    Sandy, UT
  • 03/2025 → 02/2026
    Strategic Advisers Llc
    Boston, MA
Previous Registrations
  • 2025-03-31 → 2026-03-05
    Strategic Advisers Llc
    Salt Lake City, UT
    South Jordan, UT
    Boston, MA
  • 2023-12-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2015-07-06 → 2023-08-14
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
  • 2023-01-11 → 2023-08-14
    Morgan Stanley
    Sandy, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-01
S63 Uniform Securities Agent State Law Examination 2012-01-17
  • S66 Uniform Combined State Law Examination
    2015-07-01
  • S63 Uniform Securities Agent State Law Examination
    2012-01-17
Other Names
  • Mark Spencer Merkley
  • Mark Merkley

View on SEC IAPD

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DIVERSIFY ADVISORY SERVICES, LLC
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EAGLE STRATEGIES LLC

Other Investors

BRIAN SCOTT URIE
CHAD DEAN WADDOUPS
BENJAMIN PASEE AHYOU
JODI LEE VAWDREY
DAVID FRANKLIN DODDS
KEITH CRAIG CRANDALL
JUSTIN WARREN LUETTGERODT
CHRISTOPHER LYNN COOK

Other Offices

LPL FINANCIAL LLC · SANDY, UT
LPL FINANCIAL LLC · SANDY, UT
LPL FINANCIAL LLC · SANDY, UT
CETERA INVESTMENT ADVISERS LLC · SANDY, UT
ACLAIME ASSET MANAGEMENT, LLC · SANDY, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · SANDY, UT
DIVERSIFY ADVISORY SERVICES, LLC · SANDY, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · SANDY, UT

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