PPrivate Fund Data Log in Join · $37/mo

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.

TitleChief Compliance Officer/Partner
OwnershipUnder 5%
Control personYes
Since2021
View Monterey Private Wealth, Inc. →

Monterey Private Wealth, Inc.

TitleTrustee
Ownership—
Control personYes
Since2005
View Monterey Private Wealth, Inc. →