Steven Charles Merrell
Chief Compliance Officer/PartnerMonterey Private Wealth, Inc.CRD 1546736
About Steven Charles Merrell
Steven Charles Merrell is listed as Chief Compliance Officer/Partner at Monterey Private Wealth, Inc. in Monterey, CA. Form ADV reports a beneficial ownership band of Under 5%. Steven Charles Merrell is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Monterey Private Wealth, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Steven Charles Merrell work?
Steven Charles Merrell is listed as Chief Compliance Officer/Partner at Monterey Private Wealth, Inc. on SEC Form ADV.
How much of Monterey Private Wealth, Inc. does Steven Charles Merrell own?
Form ADV reports a beneficial ownership band of Under 5%.
Monterey Private Wealth, Inc.
| Title | Chief Compliance Officer/Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Monterey Private Wealth, Inc.
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2005 |