Paladin Research Report For:

Shad Roundy

Merrill Lynch

2714 Redbridge Road
Tracy, CA 95377

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.

See Disclosures

General Information

Firm Start Year
  • 1923


Qualifications & Membership

Compensation and Fees

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

Additional Detailed Disclosures

Inquire With Shad