Steven Charles Merrell

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2001 → 06/2025
  Monterey Private Wealth, Inc
  Monterey, CA
• 04/2025 → Present
  Creative Planning, Llc
  Monterey, CA

Previous Registrations

• 2007-04-04 → 2025-06-20
  Monterey Private Wealth, Inc.
  Hollister, CA
  Monterey, CA
  Monterey, CA
  Monterey, CA

Other Businesses

Name: Top Floor Investors, LLC; Investment Related: Yes: Address of other business: 2340 Garden Road, Suite 202, Monterey, CA 93940; Nature of other business: Commercial real estate; Position: Member; Title/relationship 33.33% owner; Start date of relationship: 8/2012; Approximate hours/month devoted to other business; 1; number of hours/month devoted to other business during securities trading hours: 0; Duties: property management. Name: Carmel Valley Manor; Investment Related: No: Address: 8545 Carmel Valley Rd, Carmel-By-The-Sea, CA 93923; Nature of other business: Continuing Care Retirement Community; Position: Board member, treasurer; Start date of relationship: 1/2020; Approximate hours/month devoted to other business: 3; Approximate hours/month devoted to other business during securities trading hours: 0. Duties: Attend quarterly board meetings, investment committee meetings; and governance committee meetings. Review and vote on recommendations made by investment advisor. Name: Carmel Valley Manor Foundation ; Investment Related: No: Address: 8545 Carmel Valley Rd, Carmel-By-The-Sea, CA 93923; Nature of other business: Foundation to support Carmel Valley Manor; Position: Board member; Start date of relationship: 1/2024; Approximate hours/month devoted to other business: 1; Approximate hours/month devoted to other business during securities trading hours: 0. Duties: Attend quarterly board meetings. Name: The Old Capital Club ; Investment Related: No: Address: 516 Polk St, Monterey, CA 93940; Nature of other business: Non Profit, Social Club; Position: Board member; Start date of relationship: 1/2024; Approximate hours/month devoted to other business: 3; Approximate hours/month devoted to other business during securities trading hours: 0. Duties: General board duties. Name: Rental property ; Investment Related: Yes: Address: 3 Sommerset Vale, Monterey, CA 93940; Nature of other business: Single family rental property in Columbia, MO; Position: Owner; Start date of relationship: 9/2024; Approximate hours/month devoted to other business: 1; Approximate hours/month devoted to other business during securities trading hours: 0. Duties: Manage rental property.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-10-23
• S65 Uniform Investment Adviser Law Examination
  1992-03-10

Designations

• Certified Financial Planner

Other Names

• Steven Merrell