Paul Stephen Merrick
Investment adviser representative at Riverpoint Wealth Management
19 yearsExperience
1 stateRegistered in
CFADesignation
$906.2MFirm assets
Are you Paul Stephen Merrick? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Riverpoint Wealth ManagementSep 2013 to now
- LPL Financial LLCAug 2007 to Oct 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (IL).
Riverpoint Wealth Management
Legal name: Riverpoint Wealth Management Holdings, LLC
$906.2MAssets managed
216Clients
4Advisers
13 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
- 4769186
- Firm CRD
- 168346