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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 |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-08-14 |
Branch Locations
316 East Broad Street 1St Fl., Westfield, NJ 07090 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Allentown | PA | 09/2018 | 04/2024 |
| Amc Networks | New York | NY | 02/2018 | 09/2018 |
| Department Of The Army | Wharton | NJ | 09/2017 | 02/2018 |
| Unnemployed | Bethlehem | PA | 06/2017 | 09/2017 |
| Dunn And Bradstreet | Center Valley | PA | 02/2017 | 06/2017 |
| Uline | Allentown | PA | 05/2015 | 02/2017 |
| Chatham Wealth Management | Chatham | NJ | 04/2024 | 07/2026 |
| Merit Financial Advisors | Alpharetta | GA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-24 |
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