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Kevin Merrow

President at Adp Strategic Plan Services

Broker registration; no current adviser registrationSEC record checked 18 October 2026

2
Past adviser firms
5
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Kevin Merrow is President of Adp Strategic Plan Services, LLC, a Roseland investment adviser managing $32.4B. Kevin Merrow has a current broker registration and no current investment-adviser registration and has passed 5 licensing exams.

Role at Adp Strategic Plan Services

Title on Schedule A
President
Control
Kevin Merrow is a control person of Adp Strategic Plan Services.
Ownership
An individual ownership band is not available in the source record.
Tenure
Kevin Merrow has held the filed role since November 2024.

The firm

Adp Strategic Plan Services, LLC
Roseland, NJ

Form ADV filed 29 September 2026

$32.4B AUM110,773 clients6 advisers2 offices

Career on record

Firms and exams, newest first
  1. Passed Series 26 · 2024
  2. Passed SIE · 2018
  3. Adp Strategic Plan Services, LLC
    – · under a year
    Salem, NH · Adviser representative · Firm CRD 286555
  4. Aarp Financial
    – · 2 years
    Tewksbury, MA · Adviser representative · Firm CRD 137631
  5. Passed Series 65 · 2008
  6. Passed Series 6 and Series 63 · 2004

Registrations and exams

Broker registration; no current adviser registration. Kevin Merrow has passed 5 qualifying exams.

Examinations

Series 6513 May 2008
Name
Uniform Investment Adviser Law Examination
Series 6324 November 2004
Name
Uniform Securities Agent State Law Examination
Series 267 February 2024
Name
Investment Company Products/Variable Contracts Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 611 March 2004
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Kevin William Merrow
CRD
4730876
Firm
Adp Strategic Plan Services, LLC
Registration status
Broker registration; no current adviser registration
Firm bio
adpstrategicplanservices.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

The official firm page lists Kevin as President of ADP Strategic Plan Services. Official firm biography/team page

Common questions

Where does Kevin Merrow work?

Kevin Merrow has been President of Adp Strategic Plan Services, LLC since November 2024, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 29 September 2026

Does Kevin Merrow have a current investment-adviser registration?

Kevin Merrow has a current broker registration and no current investment-adviser registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Kevin Merrow passed?

Kevin Merrow has passed 5 licensing exams: the Series 6, Series 63, Series 65, SIE and Series 26. The earliest, the Series 6, was passed in March 2004.

Source: IAPD individual record, checked 18 October 2026

Where was Kevin Merrow previously registered as an investment adviser?

Kevin Merrow has past investment-adviser registrations through Adp Strategic Plan Services, LLC, June 2017 to October 2017; Aarp Financial, May 2008 to October 2010, across 2 firms.

Source: IAPD individual record, checked 18 October 2026

Leadership at Adp Strategic Plan Services

Sources

  1. IAPD individual record, CRD 4730876. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Adp Strategic Plan Services, LLC, filed 29 September 2026. Title, control and ownership bands.
  3. Adp Strategic Plan Services team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Kevin Merrow or Adp Strategic Plan Services, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.