Wells Fargo Advisors
47yrs
Top advisor by experience in Glastonbury
10yrs
James Scheide
Financial advisor at Merrill
James Scheide has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Glastonbury, Connecticut. James has been with Merrill since 2022; before that, James spent two years at RBC Capital Markets. 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 373 advisors with offices in Glastonbury, and one of 350 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office200 Glastonbury Blvd, Glastonbury, CT 06033
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
- 2022 – nowMerrillCurrent firm
- 2019 – 2022RBC Capital Markets, LLCPreviously
- 2016 – 2019MerrillPreviously
Contact James
Local office(860) 728-3590Ask for James. (800) 637-7455Main office · New York, NY 200 Glastonbury BlvdGlastonbury, CT 06033Office · Get directions
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Questions to ask James
Tailored to James’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 James
How do I contact James?
Call James’s local office at (860) 728-3590 or the Merrill main office at (800) 637-7455, and ask for James Scheide.
How long has James been a financial advisor?
James has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask James 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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