Michael Donald Fitch

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:

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

Current Employers

Employment History

• 02/2009 → 02/2018
  Wells Fargo Clearing Services, Llc
  Sebring, FL
• 02/2018 → 01/2021
  Swaine & Leidel Wealth Services, Llc
  Sebring, FL
• 01/2021 → Present
  Second Half Financial Partners, Llc
  Sebring, FL
• 07/2025 → Present
  Merit Financial Advisors
  Sebring, FL

Previous Registrations

• 2018-04-16 → 2025-08-14
  Second Half Financial Partners, Llc
  Sebring, FL
  Sebring, FL
• 2009-03-05 → 2018-03-21
  Wells Fargo Clearing Services, Llc
  Daytona Beach, FL
  Sebring, FL
• 1993-07-31 → 2009-03-20
  Citigroup Global Markets Inc.
  Sebring, FL
  Sebring, FL

Other Businesses

3B Foundation LLC; Investment Related; 6655 Sparta rd Sebring Fl 33875; Charty work; President; Jan 01 2010; 4 hours per month; 0 during trading hours; overseeing the operations of charity Fitch Global LLC; Investment-related; 6655 sparta rd sebring fl; Owner/President; 01/01/2008; 0 hours month and 0 hours during securities trading hours; Fitchglobal owns stock in Merit Financial

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-12-27
• S63 Uniform Securities Agent State Law Examination
  1985-11-25

Other Names

• Mike Fitch