Transamerica Financial Advisors
45yrs
Top advisor by experience in Orange
12yrs
Maxim Gorlov
Financial advisor at Merrill
Based in Orange, California, Maxim Gorlov is a fiduciary financial advisor with 12 years of industry experience. Maxim joined Merrill in 2018, after a year at Greenshields Capital and two years at Questar Asset Management. 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 183 advisors with offices in Orange, and one of 167 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office2355 N Tustin St, Orange, CA 92865
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
- 2018 – nowMerrillCurrent firm
- Apr 2017 – Jul 2018Greenshields Capital LLCPreviously
- Jan 2015 – Dec 2016Questar Asset Management, Inc.Previously
Contact Maxim
(800) 637-7455Firm headquarters in New York, NY. Ask for Maxim. 2355 N Tustin StOrange, CA 92865Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Maxim
Tailored to Maxim’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 Maxim
How do I contact Maxim?
Call Merrill at (800) 637-7455 and ask for Maxim Gorlov. Maxim works from the Orange, CA office.
How long has Maxim been a financial advisor?
Maxim has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Maxim hold?
Series 66. Tap any license on this page to see what it allows.
Is Maxim a fiduciary?
Maxim is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Maxim paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Maxim 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
Tabr Capital Management
45yrs
Top 1% by experience in Orange
BW & Associates
43yrs
Top 1% by experience in California
B.B. Graham & Company
42yrs
Top 2% by experience in Orange
B.B. Graham & Company
42yrs
Top 2% by experience in California
B.B. Graham & Company
42yrs
Top 2% by experience in California