Supreme Alliance
47yrs
Top advisor by experience in Charlotte
20yrs
John Morfesi
Financial advisor at Merrill
Based in Charlotte, North Carolina, John Morfesi is a fiduciary financial advisor with 20 years of industry experience. John joined Merrill in 2021, after 13 years at Wells Fargo Advisors. 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 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 70% of advisors in Charlotte
Office620 S Tryon St Central Business Review Unit, Charlotte, NC 28255
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
- 2021 – nowMerrillCurrent firm
- 2008 – 2021Wells Fargo Clearing Services, LLCPreviously
Contact John
(800) 637-7455Firm headquarters in New York, NY. Ask for John. 620 S Tryon St Central Business Review UnitCharlotte, NC 28255Office · Get directions
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Questions to ask John
Tailored to John’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 John
How do I contact John?
Call Merrill at (800) 637-7455 and ask for John Morfesi. John works from the Charlotte, NC office.
How long has John been a financial advisor?
John has been in the industry since 2006, about 20 years. More experience than 70% of advisors in Charlotte.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask John 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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