J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
35yrs
Shellin Young
Financial advisor at Merrill
Based in San Francisco, California, Shellin Young is a fiduciary financial advisor with 35 years of industry experience. Shellin has been with Merrill since 2004. 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 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience35 years (since 1991)
How that compares ?Top 7% by experience in San Francisco
Office555 California St Pbig - San Francisco, San Francisco, CA 94104
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.
Career
- 2004 – nowMerrillCurrent firm
Contact Shellin
Local office(415) 955-3758Ask for Shellin. (800) 637-7455Main office · New York, NY 555 California St Pbig - San FranciscoSan Francisco, CA 94104Office · Get directions
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Questions to ask Shellin
Tailored to Shellin’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Shellin
How do I contact Shellin?
Call Shellin’s local office at (415) 955-3758 or the Merrill main office at (800) 637-7455, and ask for Shellin Young.
How long has Shellin been a financial advisor?
Shellin has been in the industry since 1991, about 35 years. Top 7% by experience in San Francisco.
What licenses does Shellin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Shellin a fiduciary?
Shellin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Shellin paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Shellin 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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