Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
New
Min Li
Financial advisor at Merrill
Min Li is a fiduciary financial advisor in Bellevue, Washington, registered since Sep 2026. Min joined Merrill in 2026, 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 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
ExperienceNew to the profession (since Sep 2026)
How that compares ?New to the profession
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
- Sep 2026 – nowMerrillCurrent firm
Questions to ask Min
Tailored to Min’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Min
How do I contact Min?
Call Min’s local office at (425) 990-2212 or the Merrill main office at (800) 637-7455, and ask for Min Li.
How long has Min been a financial advisor?
Min is new to the profession, registered since Sep 2026, and holds 1 license.
What licenses does Min hold?
Series 66. Tap any license on this page to see what it allows.
Is Min a fiduciary?
Min is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Min paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Min 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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