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John Brockwell

Financial advisor at Merrill

John Brockwell is a fiduciary financial advisor in Mount Pleasant, South Carolina, registered since Jun 2026. John joined Merrill in 2026, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.

One of 523 advisors with offices in Mount Pleasant, and one of 492 fiduciaries.

Mount Pleasant, SC 29464Fiduciary advisor
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At a glance

ExperienceNew to the profession (since Jun 2026)
How that compares ?New to the profession
Office75 Port City Landing, Mount Pleasant, SC 29464
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 ?2 states

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. Jun 2026 – now
    MerrillCurrent firm

Questions to ask John

Tailored to John’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About John

How do I contact John?

Call John’s local office at (843) 800-6800 or the Merrill main office at (800) 637-7455, and ask for John Brockwell.

How long has John been a financial advisor?

John is new to the profession, registered since Jun 2026, and holds 1 license.

What licenses does John hold?

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

Is John a fiduciary?

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

How is John paid?

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