Morgan Stanley
47yrs
Top advisor by experience in Scranton
20yrs
Based in Scranton, Pennsylvania, Judith Graham is a fiduciary financial advisor with 20 years of industry experience. Judith joined Merrill in 2015, after six years at Janney Montgomery Scott and a year at Citigroup Global Markets. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 75 advisors with offices in Scranton, and one of 73 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 65% of advisors at Merrill
Office417 Lackawanna Ave, Scranton, PA 18503
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowMerrillCurrent firm
- 2009 – 2015Janney Montgomery Scott LLCPreviously
- Apr 2008 – Apr 2009Citigroup Global Markets Inc.Previously
Contact Judith
(800) 637-7455Firm headquarters in New York, NY. Ask for Judith. 417 Lackawanna AveScranton, PA 18503Office · Get directions
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Questions to ask Judith
Tailored to Judith’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Judith
How do I contact Judith?
Call Merrill at (800) 637-7455 and ask for Judith Graham. Judith works from the Scranton, PA office.
How long has Judith been a financial advisor?
Judith has been in the industry since 2006, about 20 years. More experience than 65% of advisors at Merrill.
What licenses does Judith hold?
Series 66. Tap any license on this page to see what it allows.
Is Judith a fiduciary?
Judith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Judith paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Judith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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