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Merit Financial Advisors CRD 142457
$23.9B regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-03-24 |
Branch Locations
4400 Calumet Avenue Suite 201, Manitowoc, WI 54220 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Access Investment Advisors, Inc. | Manitowoc | WI | 10/2015 | 03/2024 |
| Merit Financial Group, Llc | Alpharetta | GA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-20 |
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