Supreme Alliance
47yrs
Top advisor by experience in Charlotte
30yrs
Ian McDade
Financial advisor at Merrill
Ian McDade has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Charlotte, North Carolina. Ian joined Merrill in 2003, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 9% by experience in Charlotte
Office6000 Fairview Rd, Charlotte, NC 28210
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 ?1 state
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
- 2003 – nowMerrillCurrent firm
Questions to ask Ian
Tailored to Ian’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ian
How do I contact Ian?
Call Ian’s local office at (704) 705-3221 or the Merrill main office at (800) 637-7455, and ask for Ian McDade.
How long has Ian been a financial advisor?
Ian has been in the industry since 1996, about 30 years. Top 9% by experience in Charlotte.
What licenses does Ian hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ian a fiduciary?
Ian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ian paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Ian 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.
Other advisors nearby
Janney Montgomery Scott
47yrs
Top 1% by experience in Charlotte
LPL Financial
47yrs
Top 1% by experience in Charlotte
Robert W. Baird & Co.
47yrs
Top 1% by experience in Charlotte
Stephens
47yrs
Top 1% by experience in Charlotte
Morgan Stanley
47yrs
Top 1% by experience in Charlotte