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Matthew Reinhardt

Merit Financial Advisors

Mount Prospect, IL

Alpharetta, GA

CRD 8247755

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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
IL RA APPROVED 2026-04-10
  • IL RA
    APPROVED
    Since 2026-04-10

Branch Locations

Mount Prospect, IL • United States

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
Merit Financial Advisors Alpharetta GA 03/2026 Present
Cibc Private Wealth Chicago IL 11/2021 03/2026
Cibc Bank Usa Chicago IL 04/2019 11/2021
Biggs Mansion Chicago IL 11/2022 05/2025
Depaul University Athletics Chicago IL 09/2014 03/2019
  • 03/2026 → Present
    Merit Financial Advisors
    Alpharetta, GA
  • 11/2021 → 03/2026
    Cibc Private Wealth
    Chicago, IL
  • 04/2019 → 11/2021
    Cibc Bank Usa
    Chicago, IL
  • 11/2022 → 05/2025
    Biggs Mansion
    Chicago, IL
  • 09/2014 → 03/2019
    Depaul University Athletics
    Chicago, IL
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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