ChooseAFinancialAdvisor.com
Advisors / Utah / Holladay
45yrs

Robert Cardon Merrill

Financial advisor at Stratos Wealth Partners

Holladay, UT 84141Top advisor for experience in HolladayFiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience45 years (since 1981)
How that compares ?Top advisor for experience in Holladay
Office3165 E. Millrock Drive Suite100, Holladay, UT 84141
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state

Services through Stratos Wealth Partners

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

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.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. Oct 2025 – now
    Stratos Wealth Partners, LTDCurrent firm
  2. 2023 – 2025
    Cetera Investment Advisers LLCPreviously
  3. 2000 – 2023
    Cetera Wealth Services, LLCPreviously

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

About Robert

How do I contact Robert?

Call Stratos Wealth Partners at 440-519-2500 and ask for Robert Cardon Merrill. Robert works from the Holladay, UT office.

How long has Robert been a financial advisor?

Robert has been in the industry since 1981, about 45 years. Top advisor for experience in Holladay.

What licenses does Robert hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Robert a fiduciary?

Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Robert paid?

Stratos Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Robert for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Raymond James Financial Services Advisors
44yrs
Gary Wayne Teran
Financial advisor
6405 South 3000 East Suite 250
Holladay, UT 84121
Top 1% for experience in Utah
Fiduciary
Call Directions
Hornor, Townsend & Kent
44yrs
James Grady Woodall
Financial advisor
1895 E Rodeo Walk DR Suite 200 #b
Holladay, UT 84117
Top 1% for experience in Utah
CFP®Fee-only firm
Call Directions
Morgan Stanley
43yrs
David Jenkins Taylor
Financial advisor
6510 South Millrock Drive Suite 100
Holladay, UT 84121
Top 1% for experience in Utah
Fiduciary
Call Directions
Hornor, Townsend & Kent
42yrs
Gregory Kay Brown
Financial advisor
1895 E Rodeo Walk DR Suite 200 #b
Holladay, UT 84117
Top 1% for experience in Utah
CFP®ChFCFee-only firm
Call Directions
Hornor, Townsend & Kent
41yrs
Bret Reed Andrus
Financial advisor
1895 E Rodeo Walk DR Suite 200 #b
Holladay, UT 84117
Top 2% for experience in Utah
FiduciaryFee-only firm
Call Directions
Wells Fargo Advisors
40yrs
Patrice M Reilly
Financial advisor
6550 S Millrock DR STE 100
Holladay, UT 84121
Top 2% for experience in Utah
Fiduciary
Call Directions

See all advisors near Holladay