Morgan Stanley
47yrs
Top advisor by experience in District of Columbia
14yrs
Based in Washington, District of Columbia, Stephen Barron is a fiduciary financial advisor with 14 years of industry experience. Stephen joined Merrill in 2013, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 1327 advisors with offices in Washington, and one of 1282 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 51% of advisors at Merrill
Office1800 K St NW, Washington, DC 20006
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
- 2013 – nowMerrillCurrent firm
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stephen
How do I contact Stephen?
Call Merrill at 800-637-7455 and ask for Stephen Barron. Stephen works from the Washington, DC office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2013, about 14 years. More experience than 51% 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.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Washington
Morgan Stanley
47yrs
Top 1% by experience in Washington
Wells Fargo Advisors
47yrs
Top 1% by experience in Washington
Merrill
46yrs
Top 1% by experience in Washington
Oppenheimer & Co.
46yrs
Top 1% by experience in Washington