Thad Pike
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Thad Pike is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in retirement strategies for high-net-worth individuals and businesses. He focuses on risk management, tax minimization, and estate and wealth transfer strategies. Thad is a qualified Portfolio Manager, managing personalized or defined strategies on a discretionary basis that may include individual stocks and bonds, model portfolios, and third-party strategies.
He holds a Bachelor’s degree and a Master of Business Administration from North Dakota State University. Thad has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Retirement Planning Counselor™ (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been with Merrill since 2007.
Outside of his professional role, Thad enjoys outdoor activities such as boating, fishing, hunting, and racquetball, often spending this time with his family.
Bank of America, N.A.
2011 - Present (15 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2009 - Present (17 years)
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