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Tucker Sandercock

Merit Financial Advisors

Westfield, NJ

Alpharetta, GA

CRD 7013583

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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
NJ RA APP_PEND_IARCE 2026-08-14
  • NJ RA
    APP_PEND_IARCE
    Since 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

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
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
  • 09/2018 → 04/2024
    Allentown, PA
  • 02/2018 → 09/2018
    Amc Networks
    New York, NY
  • 09/2017 → 02/2018
    Department Of The Army
    Wharton, NJ
  • 06/2017 → 09/2017
    Unnemployed
    Bethlehem, PA
  • 02/2017 → 06/2017
    Dunn And Bradstreet
    Center Valley, PA
  • 05/2015 → 02/2017
    Uline
    Allentown, PA
  • 04/2024 → 07/2026
    Chatham, NJ
  • 07/2026 → Present
    Alpharetta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-24
  • S66 Uniform Combined State Law Examination
    2019-01-24

View on SEC IAPD

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