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Bryan Steven Boeck

Merit Financial Advisors

Alpharetta, GA

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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 2026-02-23
  • WI RA
    APPROVED
    Since 2026-02-23

Branch Locations

2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • 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
Vf Outdoor Appleton WI 05/2016 10/2016
Principal Financial Group Appleton WI 10/2016 01/2020
Boulay Pllp Eden Prairie MN 01/2020 10/2020
Dunbar, Bender, & Zapf, Inc. Pittsburgh PA 10/2020 08/2021
Ascensus Dresher PA 08/2021 10/2022
Transition Finance Strategies, Llc Charlottesville VA 10/2022 09/2023
Esop Partners, Inc. Appleton WI 09/2023 12/2025
Merit Financial Advisors Alpharetta GA 01/2026 Present
  • 05/2016 → 10/2016
    Vf Outdoor
    Appleton, WI
  • 10/2016 → 01/2020
    Principal Financial Group
    Appleton, WI
  • 01/2020 → 10/2020
    Boulay Pllp
    Eden Prairie, MN
  • 10/2020 → 08/2021
    Dunbar, Bender, & Zapf, Inc.
    Pittsburgh, PA
  • 08/2021 → 10/2022
    Ascensus
    Dresher, PA
  • 10/2022 → 09/2023
    Transition Finance Strategies, Llc
    Charlottesville, VA
  • 09/2023 → 12/2025
    Esop Partners, Inc.
    Appleton, WI
  • 01/2026 → Present
    Merit Financial Advisors
    Alpharetta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-21
  • S65 Uniform Investment Adviser Law Examination
    2026-02-21

View on SEC IAPD

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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

More in Alpharetta, GA

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