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Advisors / Massachusetts / Chestnut Hill
4yrs

Harrison Seitz

Financial advisor at Merrill

Harrison Seitz is a fiduciary financial advisor in Chestnut Hill, Massachusetts, with 4 years in the industry. Harrison joined Merrill in 2022, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.

One of 23 advisors with offices in Chestnut Hill, and one of 22 fiduciaries.

Chestnut Hill, MA 02467Fiduciary advisor
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At a glance

Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1234 Boylston St, Chestnut Hill, MA 02467
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

  1. 2022 – now
    MerrillCurrent firm

Questions to ask Harrison

Tailored to Harrison’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 Harrison

How do I contact Harrison?

Call Merrill at (800) 637-7455 and ask for Harrison Seitz. Harrison works from the Chestnut Hill, MA office.

How long has Harrison been a financial advisor?

Harrison has been in the industry since 2022, about 4 years. 4 years in the industry.

What licenses does Harrison hold?

Series 66. Tap any license on this page to see what it allows.

Is Harrison a fiduciary?

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

How is Harrison paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Harrison 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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