Gerilyn Merrill has been an investment adviser representative at Aegis Wealth Group since November 2016, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Group, LLC is a Midvale, UT firm with $248M under management, 803 clients and 15 advisers across 2 offices, as of its July 2026 filing.
Gerilyn Merrill’s longest registration is the current one, 9 years at Aegis Wealth Group since 2016. Before joining Aegis Wealth Group in 2016, Gerilyn Merrill was registered through Cederian Investments, LLC.
- Cederian Investments, LLC– · under a yearAmerican Fork, UT · Adviser representative · Firm CRD 150925
Investment adviser representative registrations
Gerilyn Merrill is registered as an investment adviser representative in Utah, since November 2016.
- UtahSince 17 November 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 27 April 2026 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 October 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Gerilyn Beck Merrill
- CRD
- 6723706
- Firm
- Aegis Wealth Group · CRD 222515
- Office
- 6900 SOUTH 900 EAST, SUITE 200, Midvale, UT 84047
- Registration
- Investment adviser registration
- In the industry since
- October 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Gerilyn Merrill work?
Gerilyn Merrill is an investment adviser representative registered through Aegis Wealth Group, LLC since November 2016, and is not listed among the firm’s executive officers or direct owners.
Is Gerilyn Merrill a financial advisor?
Yes. Gerilyn Merrill has a current investment-adviser registration in Utah, through Aegis Wealth Group since November 2016.
How many years of experience does Gerilyn Merrill have?
Gerilyn Merrill has 9 years in the financial industry, since October 2016, across 2 adviser firms.
What exams has Gerilyn Merrill passed?
Gerilyn Merrill has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in October 2016.
Where did Gerilyn Merrill work before Aegis Wealth Group?
Before Aegis Wealth Group, Gerilyn Merrill was registered through Cederian Investments, LLC, November 2016 to November 2016.
Where is Gerilyn Merrill based?
Gerilyn Merrill’s registered office is in Midvale, UT.
Is Gerilyn Merrill registered with FINRA?
No. Gerilyn Merrill has no current broker registration.
How can I verify Gerilyn Merrill’s record?
Search CRD 6723706 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gerilyn Merrill’s full registration record.