Craig L Somerby
Advisor at Merrill — Ennis, MT
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.
Credentials
Series 63, Series 66
Experience Industry experience
39 years
Location
Ennis, MT
Merrill
Institution
About
Craig Somerby is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 24 years of experience at Merrill, working alongside a team of highly credentialed professionals to serve a select group of individuals and families, primarily founders and senior officers of private companies. Craig and his associates specialize in providing pre- and post-transaction wealth planning strategies, focusing on the unique challenges related to business ownership transitions such as sales, mergers, acquisitions, and IPOs. They offer integrated planning services including investment management, wealth structuring, trust and estate planning, legacy and next-generation planning, and philanthropic solutions, leveraging Merrill's advanced online and mobile technologies to provide a modern private banking experience.
Craig's approach centers on collaborating with clients to solve problems, achieve goals, and simplify their financial lives by connecting all aspects of their financial situations. He earned the Certified Private Wealth Advisor® (CPWA®) certification awarded by the Investments & Wealth Institute™ and holds a Bachelor's Degree from St. Lawrence University. Craig has been recognized by Forbes in their "Best-in-State Wealth Advisors" list for multiple years, including in 2024 and 2026, which reflects his commitment to client service and professional excellence.
Outside of his professional endeavors, Craig's personal interests include fishing, skiing, traveling, yoga, and spending time with his family. His professional philosophy emphasizes helping clients prioritize and pursue the financial goals that matter most to them, enabling them to realize meaningful dreams and manage their wealth effectively.
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
Liquidity event planning
Business exit / sale strategy
Business ownership considerations
Family Business
Business succession planning
Occupation focus
Founder/Business Owner
Executive
Fee options
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Location
See officeEnnis, MT
Ennis MT
Advisors at this office
1
Map unavailable
Most active in
Craig S has reported serving >5 clients in these states in the last 12 months.
Connecticut · Montana · Texas
Work history
39 years of industry experience
Bank of America,N.A.
2011 - Present • 15 years
New Canaan, CT
Merrill
2002 - Present • 24 years
New Canaan, CT
UBS Financial Services
1993 - 2002 • 9 years
Stamford, CT
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.
-
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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