Adviser and broker representative · Merit Financial Advisors
Gregory K. Richards
CRD 4005962 · Alpharetta, GA
At a glance
Gregory K. Richards is an investment adviser representative with Merit Financial Advisors in Alpharetta, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gregory’s SEC record dates to 2004, about 22 years ago. Gregory is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Merit Financial AdvisorsSince February 2025Alpharetta, GA · $24B in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Gregory’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.