DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

JERRY A. MERRILL

Advisor at STRATEGIC ADVISERS LLC

HARRISBURG, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c2b5891e-6591-adeb-bff5-e6f5409210fe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Nov 1, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Jul 25, 2003
First registration: Nov 1, 2019
Dual registered: yes, broker-dealer
Other names: Jerry A Merrill|JERRY ALLEN MERRILL|JERRY ALLEN MERRILL|Jerry Merrill
IAPD individual key: 4679200

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 18, 2026	n/a	yes	HARRISBURG, NC	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 17, 2024	Sep 19, 2025	no	CHARLOTTE, NC	Previous registration
MORGAN STANLEY	Wirehouse	Feb 14, 2023	Apr 30, 2024	no	Cornelius, NC	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Nov 1, 2019	Oct 5, 2022	no	CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	STRATEGIC ADVISERS LLC	Sep 19, 2025	Mar 18, 2026	180	Firm change	Wirehouse to ibd
MORGAN STANLEY	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 30, 2024	May 17, 2024	17	Firm change	Wirehouse to wirehouse
VANGUARD ADVISERS, INC.	MORGAN STANLEY	Oct 5, 2022	Feb 14, 2023	132	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 18, 2026 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 17, 2024 to Sep 19, 2025factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Feb 14, 2023 to Apr 30, 2024factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Nov 1, 2019 to Oct 5, 2022factForm ADV

Dated events

Occurred
Sep 19, 2025
Advisor changed firm
Jerry A. Merrill left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Strategic Advisers Llc (registered 2026-03-18)
Form ADVobserved 5 days ago
Occurred
Apr 30, 2024
Advisor changed firm
Jerry A. Merrill left Morgan Stanley for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-05-17)
Form ADVobserved 5 days ago
Occurred
Oct 5, 2022
Advisor changed firm
Jerry A. Merrill left Vanguard Advisers, Inc. for Morgan Stanley (registered 2023-02-14)
Form ADVobserved 5 days ago