Vincent Sean Mccarron

Employer firm

Merit Financial Advisors CRD 142457

$23.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2001 → 08/2017
  National Planning Corporation
  Rockville, MD
• 08/2017 → 08/2024
  Triad Advisors,Inc.
  Norcross, GA
• 04/2005 → 09/2025
  Obsidian Personal Planning Solutions
  Rockville, ME
• 08/2024 → 10/2025
  Osaic Wealth, Inc.
  Rockville, MD
• 10/2025 → Present
  Merit Financial Group Llc Dba Merit Financial Advisors
  Rockville, MD
• 10/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2020-07-28 → 2025-12-04
  Obsidian Personal Planning Solutions, Llc
  Rockville, MD

Other Businesses

1.) Merit Financial Group LLC DBA Merit Financial Advisors. Investment Related. At Registered Location. RIA. IAR. 10/2025. 100. 100. Service Clients.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-28
• S63 Uniform Securities Agent State Law Examination
  2002-03-27

Other Names

• Vincent Sean Mc Carron