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Eric Raymond Cumley

Merit Financial Advisors

Alpharetta, GA

Bothell, WA

CRD 4085668

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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:

Current Employers
Merit Financial Advisors

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-06-13
  • WA RA
    APPROVED
    Since 2025-06-13

Branch Locations

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States

19125 North Creek Parkway, Suite 101, Bothell, WA 98011 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Olympic Wealth Management Llc Bothell WA 11/2010 06/2025
Merit Financial Advisors Alpharetta GA 06/2025 Present
  • 11/2010 → 06/2025
    Olympic Wealth Management Llc
    Bothell, WA
  • 06/2025 → Present
    Merit Financial Advisors
    Alpharetta, GA
Previous Registrations
  • 2010-11-08 → 2025-06-18
    Olympic Wealth Management Llc
    Bothell, WA
    Bothell, WA
  • 2006-04-17 → 2010-11-10
    Edward Jones
    Kirkland, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-13
S63 Uniform Securities Agent State Law Examination 2000-02-02
  • S65 Uniform Investment Adviser Law Examination
    2006-04-13
  • S63 Uniform Securities Agent State Law Examination
    2000-02-02
Other Names
  • Eric Cumley

View on SEC IAPD

Nearby Firms

MRP CAPITAL INVESTMENTS, LLC
NEW EDGE WEALTH
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY

Nearby Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA

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