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Merlin Asset ManagementFinancial advisor in Newport, RI

Merlin Asset Management is a financial advisor at 449 Thames St, Newport, RI 02840.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

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Key facts

Key facts about Merlin Asset Management
Address449 Thames St, Newport, RI 02840Get directions
Phone(617) 366-2650
Websitemerlinam.com

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Investment Advisorsbusiness name

Service area

Serves Newport and 11 towns within 25 miles: Newport East, Middletown, Narragansett, Portsmouth, North Kingstown, South Kingstown, Bristol, East Greenwich, Warwick, Warren and Barrington.

Based in Newport, RIView on map

Questions about Merlin Asset Management

What areas does Merlin Asset Management serve?

Serves Newport and 11 towns within 25 miles: Newport East, Middletown, Narragansett, Portsmouth, North Kingstown, South Kingstown, Bristol, East Greenwich, Warwick, Warren and Barrington. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

How do I contact Merlin Asset Management?

Call Merlin Asset Management on (617) 366-2650. The business is at 449 Thames St, Newport, RI 02840. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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