Schaeffer Financial
47yrs
Top advisor by experience in Rockville
3yrs
Halida Sher
Financial advisor at Merrill
Based in Rockville, Maryland, Halida Sher is a fiduciary financial advisor with 3 years of industry experience. Halida 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 424 advisors with offices in Rockville, and one of 396 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office12099 Rockville Pike, Rockville, MD 20852
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
Questions to ask Halida
Tailored to Halida’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Halida
How do I contact Halida?
Call Merrill at (800) 637-7455 and ask for Halida Sher. Halida works from the Rockville, MD office.
How long has Halida been a financial advisor?
Halida has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Halida hold?
Series 66. Tap any license on this page to see what it allows.
Is Halida a fiduciary?
Halida is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Halida paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Halida 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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