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Inactive

Matthew Joseph Morzy

Merit Financial Advisors

Alpharetta, GA

Whitefish Bay, WI

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Current Employers
Merit Financial Advisors

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-01-12
  • WI RA
    APPROVED
    Since 2026-01-12

Branch Locations

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

421 E. Silver Spring Drive, Suite 3, Whitefish Bay, WI 53217 • 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
Scottrade Delafield WI 08/2014 12/2016
H. Beck, Inc. Bethesda MD 12/2016 12/2018
Annex Wealth Management Elm Grove WI 12/2016 12/2025
Merit Financial Advisors Alpharetta GA 12/2025 Present
  • 08/2014 → 12/2016
    Scottrade
    Delafield, WI
  • 12/2016 → 12/2018
    H. Beck, Inc.
    Bethesda, MD
  • 12/2016 → 12/2025
    Annex Wealth Management
    Elm Grove, WI
  • 12/2025 → Present
    Merit Financial Advisors
    Alpharetta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-16
S63 Uniform Securities Agent State Law Examination 2005-12-28
  • S66 Uniform Combined State Law Examination
    2013-12-16
  • S63 Uniform Securities Agent State Law Examination
    2005-12-28
Designations
Other Names
  • Matthew J Morzy

View on SEC IAPD

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COMMONWEALTH FINANCIAL NETWORK
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LADENBURG THALMANN ASSET MANAGEMENT INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRESFUND ADVISORS

Other Investors

PAUL MATTHEW DAMM
MACARTHER ROYSTER PLUMART
PAUL FRANCIS SHAUGHNESSY
BRENDAN HUGH KEELAN
DANIEL ROSS MOSKOWITZ
RHEANNON LEA BODDIE
VENZON VICENCIO AROMIN
WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA
NEW EDGE WEALTH · Alpharetta, GA
COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA
SEQUENT PLANNING, LLC · ALPHARETTA, GA
LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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