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Merritt Ames Shivitz

Artisan Partners Distributors LLC

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About Merritt Ames Shivitz

Merritt Ames Shivitz is a registered representative with Artisan Partners Distributors LLC, with over 10 years of experience in the financial services industry. Merritt holds the Series 66, Series 7 and SIE licenses. Merritt has been associated with Artisan Partners Distributors LLC since April 2020, and was previously with UBS Securities LLC and UBS Financial Services Inc. Merritt is registered to offer securities in all 50 states.

Firm Information

Merritt Shivitz is currently registered with Artisan Partners Distributors LLC. Artisan Partners Distributors LLC is a Limited Liability Company formed in December 1997 and is registered in 53 states and the District of Columbia. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

79

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Merritt Shivitz’s Registration & Firm History

NY

04/13/2020 - Present

Artisan Partners Distributors LLC (New York NY)

NY

10/22/2019 - 03/17/2020

UBS SECURITIES LLC (NEW YORK NY)

TX

06/26/2014 - 10/30/2019

UBS FINANCIAL SERVICES INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 11/21/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Merritt Ames Shivitz.
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