Shad Roundy- Financial Advisor Tracy, CA

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About Shad Roundy

As a Merrill Lynch Wealth Management Advisor, I offer advice and guidance for potential investment solutions that consider your life goals, risk tolerance, time horizon and liquidity needs.

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General Information

Firm Start Year

1923

Compliance

Qualifications & Membership

Compensation and Fees

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891419/paladinregistry-Merrill-Lynch-detailed-disclosure.html

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Paladin Research Report For:

Shad Roundy

Merrill Lynch