Grace Mekikian
Advisor at Merrill
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.
Advisor at Merrill
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
Pasadena, CA 91101
Credentials
Series 66
Industry experience
3 years
Grace Mekikian is a Financial Solutions Advisor with Merrill, specializing in developing strategies to assist clients in pursuing their short-, mid-, and long-term financial goals. She supports clients in areas including general investing, retirement planning, and saving for unexpected events. Grace also provides access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions.
Grace holds a Personal Investment Advisor (PIA) designation and earned her Bachelor's Degree from the University of Chicago. She works closely with clients to address their goals, concerns, and questions, offering ongoing advice as their financial needs evolve.
Based on Merrill
$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
800 E Colorado Blvd
Pasadena, CA 91101
California · Texas
Bank of America, N.A.
2024 - Present (2 years)
Merrill
2024 - Present (2 years)
JP Morgan Securities, LLC
2022 - 2024 (2 years)
JP Morgan Chase Bank, N.A.
2022 - 2024 (2 years)
UnEmployed
2021 - 2022 (1 year)
JP Morgan Chase Bank, N.A.
2021 - 2021 (1 year)
UnEmployed
2020 - 2021 (1 year)
Morgan Stanley
2020 - 2020 (1 year)
UnEmployed
2019 - 2020 (1 year)
Oceanview Capital Partners
2019 - 2019 (1 year)
UChicago
2018 - 2022 (4 years)
UnEmployed
2018 - 2019 (1 year)
M&M Media, Inc. - Trebel Music
2013 - 2018 (5 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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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