Primerica Advisors
43yrs
Top advisor by experience in Huntersville
5yrs
Bryce Moritz
Financial advisor at Merrill
Based in Huntersville, North Carolina, Bryce Moritz is a fiduciary financial advisor with 5 years of industry experience. Bryce has been with Merrill since 2022. 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 208 advisors with offices in Huntersville, and one of 190 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office8015 W Kenton Circle, Huntersville, NC 28078
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
Contact Bryce
Local office(704) 987-4141Ask for Bryce. (800) 637-7455Main office · New York, NY 8015 W Kenton CircleHuntersville, NC 28078Office · Get directions
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Questions to ask Bryce
Tailored to Bryce’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 Bryce
How do I contact Bryce?
Call Bryce’s local office at (704) 987-4141 or the Merrill main office at (800) 637-7455, and ask for Bryce Moritz.
How long has Bryce been a financial advisor?
Bryce has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Bryce hold?
Series 66. Tap any license on this page to see what it allows.
Is Bryce a fiduciary?
Bryce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryce paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Bryce 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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