Sharon Ann Merkle

Employer firm

Pinnacle Wealth Strategies, LLC CRD 156941

Reported services (Item 5G)

• Financial planning

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2000 → Present
  Sharon A. Merkle, Attorney At Law
  Saratoga Springs, NY
• 10/2002 → Present
  Pinnacle Wealth Strategies, Llc
  Albany, NY
• 08/2011 → Present
  Gwn Securities,Inc.
  Palm Beach Gardens, FL
• 08/2011 → Present
  Latitude Advisors, Llc
  Vero Beach, FL

Previous Registrations

• 2011-08-15 → 2026-08-31
  Latitude Advisors, Llc
  West Coxsackie, NY
  Yorkville, IL
  Saratoga Springs, NY
• 2010-01-06 → 2011-08-15
  Ssn Advisory, Inc.
  Saratoga Springs, NY
• 2004-09-27 → 2009-12-31
  Medallion Advisory Services, Llc
  Saratoga Springs, NY
  West Coxsackie, NY
  Saratoga Springs, NY
• 2004-01-12 → 2004-09-29
  Centaurus Financial, Inc.
  West Coxsackie, NY

Other Businesses

1)SHARON A. MERKLE, ATTORNEY AT LAW -OWNER/LAWYER; NON-INVESTMENT RELATED; LAW PRACTICE; SARATOGA SPRINGS, NY; LAW PRACTICE; OWNER OF PRACTICE; START - 1/1979; 80 HRS/MO DURING TRADING; LEGAL WORK INVOLVING ESTATE PLANNING, ESTATE ADMINISTRATION, BUSINESS LAW, EMPLOYMENT LAW, ELDER LAW, COMMERCIAL CONTRACTS, REAL ESTATE 2)PINNACLE WEALTH STRATEGIES, LLC; INVESTMENT RELATED; ALBANY, NY; RIA FIRM; INVESTMENT ADVISER REPRESENTATIVE; START - 11/2002; 40 HRS/MO DURING TRADING; COMPREHENSIVE FINANCIAL PLANS 3)LATITUDE ADVISORS, LLC; INVESTMENT RELATED; ALBANY, NY; RIA FIRM; INVESTMENT ADVISER REPRESENTATIVE; START - 8/2011; 10 HRS/MO DURING TRADING; 4)GWN SECURITIES, INC; INVESTMENT RELATED; ALBANY, NY; BROKER DEALER FIRM; REGISTERED REPRESENTATIVE; START - 8/2011; 10 HRS/MO DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  1999-07-20

Other Names

• Sharon Ann Glenn
• Sharon Ann Walton
• Sharon Ann Libert