Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
4yrs
Adam Elder
Financial advisor at Merrill
Adam Elder has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Salt Lake City, Utah. Adam joined Merrill in 2024, 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 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office60 E South Temple St, Salt Lake City, UT 84111
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.
Career
- 2024 – nowMerrillCurrent firm
Contact Adam
Local office(801) 535-1300Ask for Adam. (800) 637-7455Main office · New York, NY 60 E South Temple StSalt Lake City, UT 84111Office · Get directions
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Questions to ask Adam
Tailored to Adam’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
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About Adam
How do I contact Adam?
Call Adam’s local office at (801) 535-1300 or the Merrill main office at (800) 637-7455, and ask for Adam Elder.
How long has Adam been a financial advisor?
Adam has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Adam hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Adam a fiduciary?
Adam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adam paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Adam 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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