Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
3yrs
Based in Bellevue, Washington, Carson Small is a fiduciary financial advisor with 3 years of industry experience. Carson has been with Merrill since 2023. 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 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office10400 NE 4th St, Bellevue, WA 98004
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
- 2023 – nowMerrillCurrent firm
Contact Carson
Local office(425) 990-2212Ask for Carson. (800) 637-7455Main office · New York, NY 10400 NE 4th StBellevue, WA 98004Office · Get directions
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Questions to ask Carson
Tailored to Carson’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Carson
How do I contact Carson?
Call Carson’s local office at (425) 990-2212 or the Merrill main office at (800) 637-7455, and ask for Carson Small.
How long has Carson been a financial advisor?
Carson has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Carson hold?
Series 66. Tap any license on this page to see what it allows.
Is Carson a fiduciary?
Carson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carson paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Carson 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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