Inactive

Alden Mergenthal Shmerling

Mt Pleasant, SC

CRD 5837672

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Employer firm

Elwood & Goetz CRD 154839

$1.07B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Elwood & Goetz

687 S Milledge Ave, Athens, GA 30605 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-08-12
SC	RA	APPROVED	2026-06-12
GA	RA	APPROVED	2010-11-12

FL RA
APPROVED

Since 2026-08-12
SC RA
APPROVED

Since 2026-06-12
GA RA
APPROVED

Since 2010-11-12

Branch Locations

687 S Milledge Ave, Athens, GA 30605 • United States

4850 Tamiami Trail North Suite 301, Naples, FL 34103 • United States

75 Port City Landing Suite 110, Mt Pleasant, SC 29464 • United States

490 Brasfield Square Se, Atlanta, GA 30316 • 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

Organization	City	State	From	To
Elwood & Goetz Wealth Advisory Group, Llc (154839)	Athens	GA	08/2010	Present

08/2010 → Present

Elwood & Goetz Wealth Advisory Group, Llc (154839)

Athens, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-11-10

S65 Uniform Investment Adviser Law Examination

2010-11-10

Designations

Certified Financial Planner

Other Names

Alden Moore Mergenthal

View on SEC IAPD

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