Craig Somerby
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Ennis, MT
Credentials
Series 63, Series 66
Industry experience
38 years
About
Craig Somerby is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing extensive experience in wealth and investment management since beginning his financial services career in 1985. He has spent over two decades at Merrill, where he collaborates with a team of credentialed professionals to serve a select group of individuals and families, primarily founders and senior officers of private companies. Craig and his associates focus on offering optimal pre- and post-transaction wealth planning strategies surrounding business sales, mergers, acquisitions, or IPOs, addressing the complexities of newly acquired wealth.
His comprehensive approach integrates financial strategies with personalized investment management and a wide array of planning services including wealth structuring, trust and estate planning, legacy and next-generation planning, and philanthropic solutions. Utilizing advanced online and mobile technology, Craig delivers a digitally coordinated “modern private banking” experience. He earned the Certified Private Wealth Advisor® (CPWA®) certification from the Investments & Wealth Institute™ and holds a Bachelor's degree from St. Lawrence University. Craig was named to the 2024 Forbes "Best-in-State Wealth Advisors" list, reflecting his dedication to clients and collaboration with his team.
Outside of his professional work, Craig’s personal interests include fishing, skiing, traveling, yoga, and spending time with his family. His philosophy centers on connecting all aspects of clients’ financial lives to help prioritize and pursue their most important goals.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Business exit / sale strategy
Business ownership considerations
Business succession planning
General estate planning guidance
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
Location
Ennis, MT
Most active in
Craig S has reported serving >5 clients in these states in the last 12 months.
Connecticut · Montana · Texas
Work history
Bank of America,N.A.
2011 - Present (15 years)
Merrill
2002 - Present (24 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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