Financial First Advisors
46yrs
Top advisor by experience in Columbia
10yrs
Deepa Mathur
Financial advisor at Merrill
Deepa Mathur has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Columbia, Maryland. Deepa has been with Merrill since 2017. 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 394 advisors with offices in Columbia, and one of 371 fiduciaries.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
Office10320 Little Patuxent Parkway, Columbia, MD 21044
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.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowMerrillCurrent firm
Questions to ask Deepa
Tailored to Deepa’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 Deepa
How do I contact Deepa?
Call Deepa’s local office at (410) 884-6600 or the Merrill main office at (800) 637-7455, and ask for Deepa Mathur.
How long has Deepa been a financial advisor?
Deepa has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Deepa hold?
Series 66. Tap any license on this page to see what it allows.
Is Deepa a fiduciary?
Deepa is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Deepa paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Deepa 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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