Kristin Angela Merrick
Investment adviser representative at Kestra Advisory Services, LLC
15 yearsExperience
2 statesRegistered in
$79.8BFirm assets
27 yearsFirm in business
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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
- Pension consulting
Experience
15 years in the industry.
- Kestra Advisory Services, LLCOct 2020 to now
- Kestra Investment Services, LLCOct 2020 to now
- O'keeffe Financial PartnersOct 2020 to now
- Kristin Merrick LLCAug 2018 to now
- Raymond James Financial Services Advisors Inc.Jan 2016 to Oct 2020
- Raymond James Financial ServicesSep 2015 to Oct 2020
- Morgan Stanley Bank, N.A.Jun 2011 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 5663012
- Firm CRD
- 283330