Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Hunt Valley
16yrs
Stephen Mersinger
Financial advisor at Merrill
Based in Hunt Valley, Maryland, Stephen Mersinger is a fiduciary financial advisor with 16 years of industry experience. Stephen joined Merrill in 2014, after a year at HSBC Securities (usa). 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 646 advisors with offices in Hunt Valley, and one of 609 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 56% of advisors at Merrill
Office11333 McCormick Rd, Hunt Valley, MD 21031
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
- 2014 – nowMerrillCurrent firm
- May 2013 – Jan 2014HSBC Securities (usa) Inc.Previously
- 2010 – 2013MerrillPreviously
Contact Stephen
(800) 637-7455Firm headquarters in New York, NY. Ask for Stephen. 11333 McCormick RdHunt Valley, MD 21031Office · Get directions
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Questions to ask Stephen
Tailored to Stephen’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 Stephen
How do I contact Stephen?
Call Merrill at (800) 637-7455 and ask for Stephen Mersinger. Stephen works from the Hunt Valley, MD office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2010, about 16 years. More experience than 56% of advisors at Merrill.
What licenses does Stephen hold?
Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Stephen 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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