Britney Merrill
Investment adviser representative at Sound Income Strategies, LLC
8 yearsExperience
1 stateRegistered in
$4.2BFirm assets
11 yearsFirm in business
Are you Britney Merrill? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
8 years in the industry.
- Sound Income Strategies, LLCAug 2023 to now
- UnemployedMay 2023 to Aug 2023
- Forbes Family TrustDec 2022 to May 2023
- Glenmede Trust CompanyJul 2017 to Dec 2022
- UnemployedMay 2017 to Jul 2017
- Wilmington TrustJul 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (DE).
Sound Income Strategies, LLC
$4.2BAssets managed
24,757Clients
121Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4494311
- Firm CRD
- 173272