Adviser and broker representative · Merit Financial Advisors
Jeremy R. Walter
CRD 7899873 · Orchard Park, NY
At a glance
Jeremy R. Walter is an investment adviser representative with Merit Financial Advisors in Orchard Park, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeremy’s SEC record dates to 2025, about 1 years ago. Jeremy is also registered as a broker representative.
Current advisory firms
- Merit Financial AdvisorsSince September 2026Orchard Park, NY · $24B in regulatory assets
- Moldenhauer & AssociatesSince September 2025Orchard Park, NY · $765M in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jeremy’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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Merit Financial Advisors
- Matthew L. HayesOrchard Park · Certified Financial Planner
- Gregory H. KoteckiOrchard Park
- Richard C. MoldenhauerOrchard Park · Chartered Financial Consultant
- Brian NormanOrchard Park
- Colin D. AldrichLawrence
- Robert AlexandrovicAlpharetta · Certified Financial Planner, Chartered Financial Analyst
- Ashley D. AndersonPocatello
- Craig M. AndersonAlpharetta
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