Best-in-State · rank 116 · Scottsdale, Arizona · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “SERGIO MEJIA - Investment Adviser at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “An active member of the Hispanic Leadership Business Council at Bank of America” — firm_official
- Firm type — wirehouse (high)
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Team name — Clark, Mejia & Associates (high)
- “Clark, Mejia & Associates - Financial Advisors in Scottsdale, AZ 85254” — firm_official
- Team size — 4 (medium)
- “Phillip Clark, CFA, SE-AWMA™ serving as Managing Director and Wealth Management Advisor, and Sergio Mejia, CPFA® serving as Senior Vice President and International Wealth Advisor. Additional team members include Wendy E ” — professional_press
- CRD — 6447592 (high)
- “SERGIO MEJIA - Investment Adviser at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED CRD# 6447592” — sec_finra_regulatory
- Years experience — 9 (high)
- “He has 9 years of experience” — sec_finra_regulatory
- Designations — CPFA (medium)
- “Sergio Mejia, CPFA® serving as Senior Vice President and International Wealth Advisor” — professional_press
Book of business
- Team AUM ($M) — 1000 (high)
- “Team Assets (Custodied): $1B” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 3 (medium)
- “Typical Net Worth of Relationships: $1-5M” — forbes_shook
- Client niche — high-net-worth individuals, families, and business owners (high)
- “His focus is on developing tailored strategies to help high-net-worth individuals, their families and their businesses pursue short and long-term goals” — firm_official
- Custodians — not_applicable (high)
- “Registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, a wirehouse broker-dealer” — sec_finra_regulatory
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — https://advisor.ml.com/sites/az/scottsdale-az/clark-mejia-&-associates/s.mejia (high)
- “Sergio Mejia - Financial Advisor in Scottsdale, AZ 85254 | Merrill” — firm_official
- Value proposition (verbatim) — His focus is on developing tailored strategies to help high-net-worth individuals, their families and their businesses pursue short and long-term goals, with an approach that is collaborative, consultative, and committed to excellence. (high)
- “His focus is on developing tailored strategies to help high-net-worth individuals, their families and their businesses pursue short and long-term goals, with an approach that is collaborative, consultative, and committed” — firm_official
- Differentiators — International wealth expertise (fluent Spanish), Hispanic community leadership and nonprofit involvement, Collaborative and consultative approach, Multi-generational family and business focus (medium)
- “He is fluent in both English and Spanish. As a first-generation immigrant from Colombia, Sergio is passionate about giving back to the community and is involved in many nonprofit organizations around the valley.” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/sergio-mejia-b98154a4/ (high)
- “Sergio Mejia - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — 2026 Forbes America's Best-in-State Wealth Advisors (#116, Arizona), 2026 Barron's Top 1500 Financial Advisors (high)
- “Sergio Mejia is #116 on Forbes' 2026 Best-In-State Wealth Advisors list” — forbes_shook
- “341 Merrill Advisors Recognized on the 2026 Barron's 'Top 1,500 Financial Advisors' List” — professional_press
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search