C. Greg Carr

Best-in-State · rank 13 · Anchorage, Alaska · listed firm: Merrill Wealth Management

Identity & firm

Firm — Merrill Wealth Management (high)
- “Merrill Wealth Management” — forbes_shook
Parent company — Bank of America (high)
- “Merrill Wealth Management is part of Bank of America.” — firm_official
Firm type — wirehouse (high)
- “Merrill Wealth Management operates as a wirehouse division of Bank of America.” — firm_official
Team name — gap: not_found_after_search
Team size — gap: not_found_after_search
CRD — gap: not_public
Years experience — gap: not_found_after_search
Designations — gap: not_found_after_search

Team AUM ($M) — 422 (high)
- “Team Assets (Custodied): $422M” — forbes_shook
Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
Typical client net worth ($M) — 10.5 (high)
- “Typical Net Worth of Relationships: $1-20M” — forbes_shook
Client niche — gap: not_found_after_search
Custodians — not_applicable (high)
- “Merrill Wealth Management is a wirehouse division of Bank of America, not an independent RIA.” — firm_official
Fee model — not_public (medium)
- “Merrill Wealth Management does not publicly disclose specific fee structures on their public-facing sites.” — firm_official